TrademarkDir
ROTH CONVERSION OPTIMIZER
LIVE

Serial Number

98856884

Owner

Economic Security Planning, Inc.

Attorney

Douglas N. Masters

First Use Date

Jan 31, 2025

Filing Date

Nov 15, 2024

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ROTH CONVERSION OPTIMIZER Trademark

Serial Number: 98856884 • Registration: 8044891

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 registered and active.

Owner Contact Info

Economic Security Planning, Inc. (14 trademarks)

Providence, RI 02904

Entity Type: 03

Trademark Details

Filing Date

November 15, 2024

Registration Date

November 25, 2025

First Use Anywhere

January 31, 2025

First Use in Commerce

January 31, 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

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Nov 25, 2025 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Nov 25, 2025 R.SR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Oct 30, 2025 CNTA
USE AMENDMENT ACCEPTED
Oct 30, 2025 IUAA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 30, 2025 TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 29, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 29, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 29, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 7, 2025 GNRN
NON-FINAL ACTION E-MAILED
Oct 7, 2025 GNRT
NON-FINAL ACTION WRITTEN
Oct 7, 2025 CNRT
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 6, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 6, 2025 TROA
AMENDMENT TO USE PROCESSING COMPLETE
Oct 6, 2025 AUPC
USE AMENDMENT FILED
Oct 6, 2025 IUAF
TEAS AMENDMENT OF USE RECEIVED
Oct 6, 2025 EAAU
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Jul 2, 2025 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Jul 2, 2025 XELR
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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