Who owns the ROTH CONVERSION OPTIMIZER trademark?

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

What class is the ROTH CONVERSION OPTIMIZER trademark registered in?

The 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 ROTH CONVERSION OPTIMIZER?

The USPTO serial number for ROTH CONVERSION OPTIMIZER is 98856884.

What is the registration number for ROTH CONVERSION OPTIMIZER?

ROTH CONVERSION OPTIMIZER is registered under USPTO registration number 8044891.

ROT

USPTO Trademark Record

REGISTERED

ROTH CONVERSION OPTIMIZER

SN 98856884·Reg 8044891·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.

ROTH CONVERSION OPTIMIZER (Serial No. 98856884), Registration No. 8044891, 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: November 25, 2031

Mark Intelligence

ROTH CONVERSION OPTIMIZER (Reg. #8044891) 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....

FILED

Nov 15, 2024

SERIAL

98856884

REG#

8044891

REGISTERED

Nov 25, 2025

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

243892-00012

Address

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

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Filing Information

StatusREGISTERED

Filing DateNov 15, 2024

Serial Number98856884

Registration No.8044891

Registration DateNov 25, 2025

Status DateNov 25, 2025

Mark TypeStandard characters

Attorney Docket243892-00012

Status DescriptionLive and registered

Filing Signals

FILED

2024

YEARS AGO

CLASSES

MADRID FILINGS

—

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 31, 2025

First use in commerce: Jan 31, 2025

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

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: Jan 31, 2025

First use in commerce: Jan 31, 2025

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

24 events

REGISTERED-SUPPLEMENTAL REGISTER

Nov 25, 2025

REGISTERED-SUPPLEMENTAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Nov 25, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 30, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

USE AMENDMENT ACCEPTED

Oct 30, 2025

USE AMENDMENT ACCEPTED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Oct 30, 2025

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 29, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 29, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 29, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Oct 07, 2025

NON-FINAL ACTION WRITTEN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 07, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NON-FINAL ACTION E-MAILED

Oct 07, 2025

NON-FINAL ACTION E-MAILED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 06, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS AMENDMENT OF USE RECEIVED

Oct 06, 2025

TEAS AMENDMENT OF USE RECEIVED

AMENDMENT TO USE PROCESSING COMPLETE

Oct 06, 2025

AMENDMENT TO USE PROCESSING COMPLETE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 06, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

USE AMENDMENT FILED

Oct 06, 2025

USE AMENDMENT FILED

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

Jul 02, 2025

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

Jul 02, 2025

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

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

ROTH CONVERSION OPTIMIZER

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Other Marks by Economic Security Planning, Inc.

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

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