Trademark Overview
On Monday, May 12, 2025, a trademark application was filed for FAMILY BANKING FORMULA with the United States Patent and Trademark Office. The USPTO has given the FAMILY BANKING FORMULA trademark a serial number of 99180418. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, October 14, 2025. This trademark is owned by The Money Advantage, LLC. The FAMILY BANKING FORMULA trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Providing on-line training courses in the field of financial planning, family finances, and wealth management; Providing a website featuring blogs and non-downloadable publications in the nature of articles and podcasts in the field(s) of personal finance and life insurance; Education services, namely, providing nondownloadable videos in the field of personal finance and banking; Life coaching services in the field of a 9-step program for making end-of-life or post-mortem arrangements; Personal coaching services in the field of couples' and family finances and wealth management; Life coaching services in the field of couples' finances, family finances, relationships and money, marriage and money, and wealth management
Administration of individual and family plans concerning insurance and finance; Insurance agencies in the field of life insurance; Insurance and financial information and consultancy services
