USPTO serial 87820392
INVEST SMARTER.
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 18, 2021
- Examiner
- LAVOIE, RYAN CHRISTOPHER
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Grand Rapids, MI, US
BROOKSTONE ASSET MANAGEMENT, LLC
WHEATON, IL, US
BROOKSTONE ASSET MANAGEMENT, LLC
Clearwater, FL, US
Grand Rapids, MI, US
Grand Rapids, MI, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Mindi M. Richter
Mindi M. Richter Shumaker, Loop & Kendrick, LLP101 E. Kennedy Blvd., Suite 2800Tampa, FL 33602United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advice and consultancy services; Investment management | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by FormulaFolio Investments, LLC
- Other trademarks owned by BROOKSTONE ASSET MANAGEMENT, LLC
- Other trademarks owned by BROOKSTONE ASSET MANAGEMENT, LLC
- Other trademarks owned by FormulaFolio Investments, LLC
- Other trademarks owned by FormulaFolio Investments, LLC
- Other trademarks in Class 036
- Similar marks named INVEST SMARTER.
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 28, 2026 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 18, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Mar 4, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 16, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 16, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 16, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 15, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 15, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 15, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 23, 2024 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| May 18, 2021 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Apr 8, 2021 | ETOP | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED | — |
| Oct 21, 2020 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Sep 29, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 29, 2020 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Sep 9, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 25, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 25, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Aug 25, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Aug 25, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Aug 25, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 28, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 28, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 21, 2020 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Feb 10, 2020 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Feb 10, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 11, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 5, 2019 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Jul 26, 2019 | ALIE | ASSIGNED TO LIE | — |
| Dec 28, 2018 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Jun 18, 2018 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Jun 18, 2018 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Jun 18, 2018 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Jun 17, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 10, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 8, 2018 | NWAP | NEW APPLICATION ENTERED | — |