ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/04/2026
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Official data from USPTO
FORMULAFOLIOS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: CombinedOffice: US
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
03/05/2026
Classification
Registered
Trademark type
Combined
Nice classes
36
Filing date
01/16/2018
Registration date
06/19/2018
Expiration date
-
Recommended action
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Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/21/2024
Last transaction
03/05/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
2016-08-00
First use in commerce
2016-08-00
Drawing code
3
Owner type
16
Owner location
WHEATON, IL, US
Examiner
BUSH, KAREN K
Current location
Historical data usage
Mark description
The mark consists of a box containing an upward facing arrow to the left of the words "Formula Folios".
Holders and representatives
Holders
BROOKSTONE ASSET MANAGEMENT, LLC
FormulaFolio Investments, LLC
Representatives
Mindi M. Richter Shumaker, Loop & Kendrick, LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advice and consultancy services; Investment management
Publications
History of USPTO decisions and trademark events.
23 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
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/21/2024
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/21/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/21/2024
E815
TEAS SECTION 8 & 15 RECEIVED
06/07/2024
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/23/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/19/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/11/2019
R.PR
REGISTERED-PRINCIPAL REGISTER
06/19/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/03/2018
PUBO
PUBLISHED FOR OPPOSITION
04/03/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/14/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/01/2018
DOCK
ASSIGNED TO EXAMINER
02/27/2018
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
01/30/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/28/2018
NWAP
NEW APPLICATION ENTERED
01/19/2018
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