Who owns the MAXIFI ROTH CONVERSION OPTIMIZER trademark?

The MAXIFI ROTH CONVERSION OPTIMIZER trademark is owned by Economic Security Planning, Inc..

What class is the MAXIFI ROTH CONVERSION OPTIMIZER trademark registered in?

The MAXIFI ROTH CONVERSION OPTIMIZER trademark is registered in Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

What is the serial number for MAXIFI ROTH CONVERSION OPTIMIZER?

The USPTO serial number for MAXIFI ROTH CONVERSION OPTIMIZER is 98856882.

What is the registration number for MAXIFI ROTH CONVERSION OPTIMIZER?

MAXIFI ROTH CONVERSION OPTIMIZER is registered under USPTO registration number 8357980.

MAX

USPTO Trademark Record

REGISTERED

MAXIFI ROTH CONVERSION OPTIMIZER

SN 98856882·Reg 8357980·Filed Nov 15, 2024

Owner Economic Security Planning, Inc.

Financial, monetary and banking services; insurance services; real estate services.; Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

MAXIFI ROTH CONVERSION OPTIMIZER (Serial No. 98856882), Registration No. 8357980, is a registered US trademark filed on Nov 15, 2024 by Economic Security Planning, Inc.. This trademark covers Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

early section 8: July 21, 2032

Mark Intelligence

MAXIFI ROTH CONVERSION OPTIMIZER (Reg. #8357980) is a registered US trademark that has been protecting its owner, Economic Security Planning, Inc., since 2024. The mark covers Class 036 (Insurance, financial & real estate services) and Class 042 (Scientific, technology & SaaS services) respectively. Goods and services include Financial, monetary and banking services; insurance services; real estate services.; Scientific and technological servic.... The mark faced 1 opposition proceeding during prosecution.

FILED

Nov 15, 2024

SERIAL

98856882

REG#

8357980

REGISTERED

Jul 21, 2026

Owner

Applicant

Economic Security Planning, Inc.

Entity

Corporation

State

Address

8 BURRS LANE, PROVIDENCE, RI, 02904

Country

Attorney

NameDouglas N. Masters

Law firm

Douglas N. Masters Loeb & Loeb LLP

Docket

243892-00011

Address

321 N. Clark Street, Suite 2300, Chicago, IL 60654, United States

Get pre-filing clearance

AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.

Run clearance

Filing Information

StatusREGISTERED

Filing DateNov 15, 2024

Serial Number98856882

Registration No.8357980

Registration DateJul 21, 2026

Status DateJul 21, 2026

Published for OppositionJul 08, 2025

Mark TypeStandard characters

Attorney Docket243892-00011

Status DescriptionLive and registered

Filing Signals

FILED

2024

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

Search 15M+ trademarks

Free USPTO lookups by name, owner, or serial number. No account needed.

Search now

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 02, 2026

First use in commerce: Feb 02, 2026

Financial, monetary and banking services; insurance services; real estate services.

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: Feb 02, 2026

First use in commerce: Feb 02, 2026

Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

22 events

REGISTERED-PRINCIPAL REGISTER

Jul 21, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Jul 21, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Jun 27, 2026

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Jun 27, 2026

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ASSIGNED TO EXAMINER

Jun 09, 2026

ASSIGNED TO EXAMINER

STATEMENT OF USE PROCESSING COMPLETE

Jun 03, 2026

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Feb 09, 2026

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Feb 09, 2026

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Sep 02, 2025

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Jul 08, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jul 08, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 02, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jun 02, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

May 30, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

May 30, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

May 30, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

ASSIGNED TO EXAMINER

May 06, 2025

ASSIGNED TO EXAMINER

NON-FINAL ACTION WRITTEN

May 06, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

May 06, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

May 06, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 26, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Nov 15, 2024

NEW APPLICATION ENTERED

MAXIFI ROTH CONVERSION OPTIMIZER

Get pre-filing clearance

Search 15M+ trademarks

Run a conflict check

Other Marks by Economic Security Planning, Inc.

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Douglas N. Masters

Resources

Company