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 STATEMENT OF USE - TO EXAMINER as of Tuesday, June 2, 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 | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Tuesday, June 2, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| 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 | 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 |
