ROTH CONVERSION OPTIMIZER
Live / Registered — Registered (as of 25 Nov 2025)
What this means for you
Registered since 25 Nov 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98856884
- Registration number
- 8044891
- Mark type
- Stylized text
- Filed
- 15 Nov 2024
- Registered
- 25 Nov 2025
- Attorney of record
- Douglas N. Masters
Goods and services
- 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
Prosecution history
- 25 Nov 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 25 Nov 2025 — REGISTERED-SUPPLEMENTAL REGISTER
- 30 Oct 2025 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 30 Oct 2025 — USE AMENDMENT ACCEPTED
- 30 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 06 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 29 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 29 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 29 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 07 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 07 Oct 2025 — NON-FINAL ACTION E-MAILED
- 07 Oct 2025 — NON-FINAL ACTION WRITTEN
- 06 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 06 Oct 2025 — AMENDMENT TO USE PROCESSING COMPLETE
- 06 Oct 2025 — USE AMENDMENT FILED