RESULTS IN ADVANCE PLANNING Trademark

Trademark Overview


On Wednesday, November 15, 2017, a trademark application was filed for RESULTS IN ADVANCE PLANNING with the United States Patent and Trademark Office. The USPTO has given the RESULTS IN ADVANCE PLANNING trademark a serial number of 87686607. The federal status of this trademark filing is REGISTERED as of Tuesday, May 22, 2018. This trademark is owned by FormulaFolio Investments, LLC. The RESULTS IN ADVANCE PLANNING trademark is filed in the Education & Entertainment Services category with the following description:

Educational services, namely, providing classes, seminars and workshops in the fields of investment and finance for financial advisors
results in advance planning

General Information


Serial Number87686607
Word MarkRESULTS IN ADVANCE PLANNING
Filing DateWednesday, November 15, 2017
Status700 - REGISTERED
Status DateTuesday, May 22, 2018
Registration Number5477489
Registration DateTuesday, May 22, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational services, namely, providing classes, seminars and workshops in the fields of investment and finance for financial advisors

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, November 29, 2017
Primary Code041
First Use Anywhere DateSaturday, December 31, 2011
First Use In Commerce DateSaturday, December 31, 2011

Trademark Owner History


Party NameBROOKSTONE ASSET MANAGEMENT, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressWHEATON, IL 60189

Party NameFormulaFolio Investments, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressGrand Rapids, MI 49503

Party NameFormulaFolio Investments, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGrand Rapids, MI 49503

Trademark Events


Event DateEvent Description
Saturday, November 18, 2017NEW APPLICATION ENTERED
Wednesday, November 29, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, February 27, 2018ASSIGNED TO EXAMINER
Wednesday, March 7, 2018NON-FINAL ACTION E-MAILED
Wednesday, March 7, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, March 7, 2018NON-FINAL ACTION WRITTEN
Wednesday, March 21, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, March 21, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 21, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 2, 2018EXAMINERS AMENDMENT -WRITTEN
Monday, April 2, 2018EXAMINERS AMENDMENT E-MAILED
Monday, April 2, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, April 2, 2018EXAMINER'S AMENDMENT ENTERED
Tuesday, April 3, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, April 9, 2018ASSIGNED TO LIE
Monday, April 16, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, May 22, 2018REGISTERED-SUPPLEMENTAL REGISTER
Monday, November 11, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, May 22, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, May 16, 2024TEAS SECTION 8 RECEIVED
Thursday, May 23, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP