| Serial Number | 87756323 |
| Word Mark | FORMULAFOLIOS |
| Filing Date | Tuesday, January 16, 2018 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, November 21, 2024 |
| Registration Number | 5497936 |
| Registration Date | Tuesday, June 19, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 3, 2018 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Pseudo Mark | FORMULA FOLIOS |
| Goods and Services | Financial advice and consultancy services; Investment management |
| Description of Mark | The mark consists of a box containing an upward facing arrow to the left of the words "Formula Folios". |
| 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 | Sunday, July 31, 2016 |
| First Use In Commerce Date | Sunday, July 31, 2016 |
| 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 |
| Event Date | Event Description |
| Friday, January 19, 2018 | NEW APPLICATION ENTERED |
| Sunday, January 28, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 30, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, February 27, 2018 | ASSIGNED TO EXAMINER |
| Thursday, March 1, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 14, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 3, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 3, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 19, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, November 11, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, June 19, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, May 23, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, June 7, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, November 21, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, November 21, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, November 21, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, October 15, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, October 15, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, October 15, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |