MAXIFI PLANNER Trademark

Trademark Overview


On Monday, April 29, 2024, a trademark application was filed for MAXIFI PLANNER with the United States Patent and Trademark Office. The USPTO has given the MAXIFI PLANNER trademark a serial number of 98524193. The federal status of this trademark filing is REGISTERED as of Tuesday, February 18, 2025. This trademark is owned by Economic Security Planning, Inc.. The MAXIFI PLANNER trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

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

General Information


Serial Number98524193
Word MarkMAXIFI PLANNER
Filing DateMonday, April 29, 2024
Status700 - REGISTERED
Status DateTuesday, February 18, 2025
Registration Number7694364
Registration DateTuesday, February 18, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 31, 2024

Trademark Statements


NOT AVAILABLE"PLANNER"
Goods and ServicesProviding subscription-based online non-downloadable software for financial planning by individuals and financial advisors

Classification Information


International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, April 29, 2024
Primary Code042
First Use Anywhere DateWednesday, April 19, 2017
First Use In Commerce DateWednesday, April 19, 2017

Trademark Owner History


Party NameEconomic Security Planning, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressProvidence, RI 02904

Party NameEconomic Security Planning, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressProvidence, RI 02904

Party NameEconomic Security Planning, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressProvidence, RI 02904

Trademark Events


Event DateEvent Description
Monday, April 29, 2024NEW APPLICATION ENTERED
Tuesday, August 13, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, August 13, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, August 13, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 13, 2024ASSIGNED TO EXAMINER
Tuesday, November 19, 2024NON-FINAL ACTION E-MAILED
Tuesday, November 19, 2024NON-FINAL ACTION WRITTEN
Tuesday, November 19, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 3, 2024EXAMINERS AMENDMENT E-MAILED
Tuesday, December 3, 2024EXAMINERS AMENDMENT -WRITTEN
Tuesday, December 3, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, December 3, 2024EXAMINER'S AMENDMENT ENTERED
Thursday, December 5, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, October 21, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, December 25, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 31, 2024PUBLISHED FOR OPPOSITION
Tuesday, December 31, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 18, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, February 18, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED