ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/04/2026
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Official data from USPTO
RESULTS IN ADVANCE PLANNING
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
RESULTS IN ADVANCE PLANNING
ST13
US500000087686607Class
41
Filing
87686607
Registration
5477489
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
31
Latest update
03/05/2026
Trademark type
Word
Nice classes
41
Filing date
11/15/2017
Registration date
05/22/2018
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/13/2025
Last transaction
03/05/2026
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
First use anywhere
2012-01-00
First use in commerce
2012-01-00
Drawing code
4
Owner type
16
Owner location
WHEATON, IL, US
Examiner
BUSH, KAREN K
Current location
Historical data usage
Holders and representatives
Holders
BROOKSTONE ASSET MANAGEMENT, LLC
FormulaFolio Investments, LLC
Representatives
Mindi M. Richter Shumaker, Loop & Kendrick, LLP
Technical classification
Nice Classes
Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 41
Educational servicesproviding classesseminars and workshops in the fields of investment and finance for financial advisors
Publications
History of USPTO decisions and trademark events.
31 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/16/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/16/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/16/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/15/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/15/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/15/2025
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
02/13/2025
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
02/13/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/13/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/23/2024
ES8R
TEAS SECTION 8 RECEIVED
05/16/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/22/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/11/2019
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
05/22/2018
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
04/16/2018
ALIE
ASSIGNED TO LIE
04/09/2018
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
04/03/2018
XAEC
EXAMINER'S AMENDMENT ENTERED
04/02/2018
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
04/02/2018
GNEA
EXAMINERS AMENDMENT E-MAILED
04/02/2018
CNEA
EXAMINERS AMENDMENT -WRITTEN
04/02/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/21/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/21/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/21/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/07/2018
GNRT
NON-FINAL ACTION E-MAILED
03/07/2018
CNRT
NON-FINAL ACTION WRITTEN
03/07/2018
DOCK
ASSIGNED TO EXAMINER
02/27/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/29/2017
NWAP
NEW APPLICATION ENTERED
11/18/2017
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