ROTH CONVERSION OPTIMIZER Trademark
Trademark Overview
On Friday, November 15, 2024, a trademark application was filed for ROTH CONVERSION OPTIMIZER with the United States Patent and Trademark Office. The USPTO has given the ROTH CONVERSION OPTIMIZER trademark a serial number of 98856884. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, November 15, 2024. This trademark is owned by Economic Security Planning, Inc.. The ROTH CONVERSION OPTIMIZER trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:
Computer programs for financial planning by individuals and financial advisors
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 | 98856884 |
| Word Mark | ROTH CONVERSION OPTIMIZER |
| Filing Date | Friday, November 15, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, November 15, 2024 |
| 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 | Computer programs for financial planning by individuals and financial advisors |
| Goods and Services | Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors |
| Goods and Services | Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors |
Classification Information
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, November 15, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Economic Security Planning, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | PROVIDENCE, RI 02904 |
Trademark Events
| Event Date | Event Description |
| Friday, November 15, 2024 | NEW APPLICATION ENTERED |
