TrademarkDir
MAXIFI ROTH CONVERSION OPTIMIZER
LIVE

Serial Number

98856882

Owner

Economic Security Planning, Inc.

Attorney

Douglas N. Masters

First Use Date

Feb 2, 2026

Filing Date

Nov 15, 2024

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MAXIFI ROTH CONVERSION OPTIMIZER Trademark

Serial Number: 98856882

MAXIFI ROTH CONVERSION OPTIMIZER is a trademark filed by Economic Security Planning, Inc. on November 15, 2024. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

Economic Security Planning, Inc. (14 trademarks)

Providence, RI 02904

Entity Type: 03

Trademark Details

Filing Date

November 15, 2024

Registration Date

Not Registered

First Use Anywhere

February 2, 2026

First Use in Commerce

February 2, 2026

Published for Opposition

July 8, 2025

Goods & Services

Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors

Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors

Filing History

STATEMENT OF USE PROCESSING COMPLETE
Jun 3, 2026 SUPC
USE AMENDMENT FILED
Feb 9, 2026 IUAF
TEAS STATEMENT OF USE RECEIVED
Feb 9, 2026 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sep 2, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 8, 2025 NPUB
PUBLISHED FOR OPPOSITION
Jul 8, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 2, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 2, 2025 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 30, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 30, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 30, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 6, 2025 GNRN
NON-FINAL ACTION E-MAILED
May 6, 2025 GNRT
NON-FINAL ACTION WRITTEN
May 6, 2025 CNRT
ASSIGNED TO EXAMINER
May 6, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 26, 2025 NWOS
NEW APPLICATION ENTERED
Nov 15, 2024 NWAP

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