MAXIFI ROTH CONVERSION OPTIMIZER Trademark
Trademark Overview
On Friday, November 15, 2024, a trademark application was filed for MAXIFI ROTH CONVERSION OPTIMIZER with the United States Patent and Trademark Office. The USPTO has given the MAXIFI ROTH CONVERSION OPTIMIZER trademark a serial number of 98856882. The federal status of this trademark filing is REGISTERED as of Tuesday, July 21, 2026. This trademark is owned by Economic Security Planning, Inc.. The MAXIFI ROTH CONVERSION OPTIMIZER trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
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
General Information
| Serial Number | 98856882 |
| Word Mark | MAXIFI ROTH CONVERSION OPTIMIZER |
| Filing Date | Friday, November 15, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 21, 2026 |
| Registration Number | 8357980 |
| Registration Date | Tuesday, July 21, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 8, 2025 |
Trademark Statements
| Goods and Services | Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors |
| NOT AVAILABLE | "ROTH CONVERSION OPTIMIZER" |
| Goods and Services | Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, November 15, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, February 2, 2026 |
| First Use In Commerce Date | Monday, February 2, 2026 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, November 15, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, February 2, 2026 |
| First Use In Commerce Date | Monday, February 2, 2026 |
Trademark Owner History
| Party Name | Economic Security Planning, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | PROVIDENCE, RI 02904
US |
| Party Name | Economic Security Planning, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | PROVIDENCE, RI 02904
US |
| Party Name | Economic Security Planning, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | PROVIDENCE, RI 02904
US |
Trademark Events
| Event Date | Event Description |
| Friday, November 15, 2024 | NEW APPLICATION ENTERED |
| Saturday, April 26, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 6, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, May 6, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 6, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, May 30, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, May 30, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 30, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 2, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 2, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 8, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 8, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 2, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, February 9, 2026 | TEAS STATEMENT OF USE RECEIVED |
| Monday, February 9, 2026 | USE AMENDMENT FILED |
| Wednesday, June 3, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, June 9, 2026 | ASSIGNED TO EXAMINER |
| Saturday, June 27, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, June 27, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 21, 2026 | REGISTERED-PRINCIPAL REGISTER |
