MAXIFI ROTH CONVERSION OPTIMIZER
Live / Allowed — Notice of allowance issued (as of 02 Sept 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 15 Nov 2024 filing date already counts against anyone who files later.
Record
- Serial number
- 98856882
- Mark type
- Stylized text
- Filed
- 15 Nov 2024
- Published for opposition
- 08 Jul 2025
- Attorney of record
- Douglas N. Masters
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable computer programs for financial planning by individuals and financial advisors
- Class 036 — Insurance and financial services: Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors
- Class 042 — Scientific and technological services: Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors
Owner
- Economic Security Planning, Inc., PROVIDENCE, RI, US
- Economic Security Planning, Inc., PROVIDENCE, RI, US
Prior registrations
Prosecution history
- 09 Feb 2026 — TEAS STATEMENT OF USE RECEIVED
- 02 Sept 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 08 Jul 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 08 Jul 2025 — PUBLISHED FOR OPPOSITION
- 02 Jul 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 02 Jun 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 30 May 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 30 May 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 30 May 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 06 May 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 06 May 2025 — NON-FINAL ACTION E-MAILED
- 06 May 2025 — NON-FINAL ACTION WRITTEN
- 06 May 2025 — ASSIGNED TO EXAMINER
- 26 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 15 Nov 2024 — NEW APPLICATION ENTERED