POOR MAN'S ROTH CONVERSION Trademark
Trademark Overview
On Tuesday, July 22, 2025, a trademark application was filed for POOR MAN'S ROTH CONVERSION with the United States Patent and Trademark Office. The USPTO has given the POOR MAN'S ROTH CONVERSION trademark a serial number of 99297352. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Tuesday, December 16, 2025. This trademark is owned by Aaron Brask Capital. The POOR MAN'S ROTH CONVERSION trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning for retirement
General Information
| Serial Number | 99297352 |
| Word Mark | POOR MAN'S ROTH CONVERSION |
| Filing Date | Tuesday, July 22, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, December 16, 2025 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning for retirement |
| Pseudo Mark | POOR MANS ROTH CONVERSION |
| NOT AVAILABLE | "ROTH CONVERSION" |
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 | Tuesday, July 22, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Aaron Brask Capital |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lake Worth Beach, FL 33460 |
Trademark Events
| Event Date | Event Description |
| Tuesday, July 22, 2025 | NEW APPLICATION ENTERED |
| Tuesday, July 22, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, November 30, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 9, 2025 | ASSIGNED TO EXAMINER |
| Monday, December 15, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, December 15, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, December 15, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 15, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 15, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, December 15, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, December 16, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |