ROTH CONVERSION OPTIMIZER

Serial Number 98856884
641

Registration Progress

Application Filed
Nov 15, 2024
Under Examination
Approved for Publication
Published for Opposition
Registered

Attorney Assistance

Non-Final Action Mailed
Due: Aug 06, 2025 4 days

Trademark Image

ROTH CONVERSION OPTIMIZER

Basic Information

Serial Number
98856884
Filing Date
November 15, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
641
Status Date
May 6, 2025
Application
Pending
Classes
009 036 042

Rights Holder

Economic Security Planning, Inc.

03
Address
8 BURRS LANE
PROVIDENCE, RI 02904

Ownership History

Economic Security Planning, Inc.

Original Applicant
03
PROVIDENCE, RI

Legal Representation

Attorney
Douglas N. Masters

USPTO Deadlines

Next Deadline
4 days remaining
Non-Final Action Mailed
Due Date
August 06, 2025
Extension Available
Until November 06, 2025
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

8 events
Date Code Type Description Documents
Jul 2, 2025 XELR I APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED Loading...
Jul 2, 2025 XELG O APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED Loading...
May 6, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
May 6, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
May 6, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
May 6, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Apr 26, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Nov 15, 2024 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 009
Computer programs for financial planning by individuals and financial advisors
Class 036
Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors
Class 042
Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors

Classification

International Classes
009 036 042