FORMULAFOLIOFUNDS Trademark
Trademark Overview
On Tuesday, January 16, 2018, a trademark application was filed for FORMULAFOLIOFUNDS with the United States Patent and Trademark Office. The USPTO has given the FORMULAFOLIOFUNDS trademark a serial number of 87756318. The federal status of this trademark filing is REGISTERED as of Tuesday, September 4, 2018. This trademark is owned by FormulaFolio Investments, LLC. The FORMULAFOLIOFUNDS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice and consultancy services; Investment management
General Information
| Serial Number | 87756318 |
| Word Mark | FORMULAFOLIOFUNDS |
| Filing Date | Tuesday, January 16, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 4, 2018 |
| Registration Number | 5554061 |
| Registration Date | Tuesday, September 4, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 19, 2018 |
Trademark Statements
| Pseudo Mark | FORMULA FOLIO FUNDS |
| Goods and Services | Financial advice and consultancy services; Investment management |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, January 28, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, July 31, 2015 |
| First Use In Commerce Date | Friday, July 31, 2015 |
Trademark Owner History
| Party Name | BROOKSTONE ASSET MANAGEMENT, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | WHEATON, IL 60189 |
| Party Name | FormulaFolio Investments, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grand Rapids, MI 49503 |
| Party Name | FormulaFolio Investments, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grand Rapids, MI 49503 |
| Party Name | FormulaFolio Investments, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grand Rapids, MI 49503 |
Trademark Events
| Event Date | Event Description |
| Friday, January 19, 2018 | NEW APPLICATION ENTERED |
| Tuesday, February 27, 2018 | ASSIGNED TO EXAMINER |
| Wednesday, March 7, 2018 | NON-FINAL ACTION E-MAILED |
| Sunday, January 28, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, March 7, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 7, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, April 20, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 20, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, May 13, 2018 | ASSIGNED TO LIE |
| Tuesday, June 19, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 19, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 4, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, April 21, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 2, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 30, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, November 11, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, May 23, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, September 4, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
