ROTH CONVERSION OPTIMIZER Trademark
ROTH CONVERSION OPTIMIZER is a USPTO trademark filed by Economic Security Planning, Inc.. Status: Registered.
Trademark Facts
| Mark | ROTH CONVERSION OPTIMIZER |
|---|---|
| Serial Number | 98856884 |
| Registration Number | 8044891 |
| Status | Registered |
| Filing Date | 2024-11-15 |
| Registration Date | 2025-11-25 |
| Mark Type | Word |
| Nice Classes | 009 (Electronics & Software), 036 (Financial Services), 042 (Software & IT) |
| Owner | Economic Security Planning, Inc. |
| Attorney of Record | Douglas N. Masters |
| Prosecution Events | 24 |
| Latest Event | R.SR on 2025-11-25 |
Goods & Services
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
Recent Prosecution Activity
| Date | Document | Type |
|---|---|---|
| 2025-11-25 | Notice of Registration Email | ERO |
| 2025-11-25 | Registration Certificate | ORC |
| 2025-10-30 | XSearch Search Summary | XSS |
| 2025-10-30 | Accept-AAU-Notice | IUAFZ |
| 2025-10-30 | Amendment and Mail Process Complete | AMC |
| 2025-10-29 | Amendment and Mail Process Complete | AMC |
USPTO Refusals on Record
- merely_descriptive
- unacceptable_specimen