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 CANCELLED - SECTION 8 as of Friday, March 14, 2025. 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 | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, March 14, 2025 |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, March 14, 2025 |
| 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 |
| Sunday, January 28, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, March 7, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, January 19, 2018 | NEW APPLICATION ENTERED |
| Tuesday, February 27, 2018 | ASSIGNED TO EXAMINER |
| Wednesday, March 7, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 7, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 2, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Sunday, May 13, 2018 | ASSIGNED TO LIE |
| Wednesday, May 30, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 19, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 4, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, November 11, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, April 20, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 20, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, April 21, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, June 19, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, September 4, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, March 14, 2025 | CANCELLED SEC. 8 (6-YR) |
| Thursday, May 23, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
