| Serial Number | 98856884 |
| Word Mark | ROTH CONVERSION OPTIMIZER |
| Filing Date | Friday, November 15, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, November 6, 2025 |
| Registration Number | 0000000 |
| Registration Date | Tuesday, November 25, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors |
| NOT AVAILABLE | "ROTH CONVERSION" |
| Goods and Services | Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors |
| 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 | Friday, January 31, 2025 |
| First Use In Commerce Date | Friday, January 31, 2025 |
| 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 | Friday, January 31, 2025 |
| First Use In Commerce Date | Friday, January 31, 2025 |
| Party Name | Economic Security Planning, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | PROVIDENCE, RI 02904 |
| 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 |
| Wednesday, July 2, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Wednesday, July 2, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, October 6, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Monday, October 6, 2025 | USE AMENDMENT FILED |
| Monday, October 6, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, October 6, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, October 7, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 7, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 7, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, October 29, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 29, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 29, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 6, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, October 30, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, October 30, 2025 | USE AMENDMENT ACCEPTED |
| Thursday, October 30, 2025 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |