USPTO trademark

ROTH CONVERSION OPTIMIZER

RegisteredUSPTOWord markClass 36Class 42

"ROTH CONVERSION OPTIMIZER" is a word mark owned by Economic Security Planning, Inc., filed at the USPTO on November 15, 2024. It is registered and covers classes 36 and 42.

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Data current as of November 25, 2025Official USPTO record

As filed with the USPTO

Status: Registered; Since November 25, 2025
Filed: November 15, 2024
Registered: November 25, 2025
Expires: Not recorded
Application no.: 98856884
Registration no.: 8044891
Office: USPTO; United States Patent and Trademark Office
Mark type: Word mark; 2 classes

Ownership

Who owns ROTH CONVERSION OPTIMIZER

The owner and representative on file with the office.

Owner

Economic Security Planning, Inc.

Providence, United States

Representative

Douglas N. Masters

Loeb & Loeb LLP

Goods and services

What the mark covers

The products and services ROTH CONVERSION OPTIMIZER is filed for, grouped by Nice class.

36Class 36 · Insurance and Financial
Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors
42Class 42 · Computer and Scientific Services
Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors

History

What has happened so far

Steps recorded by the USPTO, newest first.

November 25, 2025Notice of registration confirmation emailed
November 25, 2025Registered-supplemental register
October 30, 2025Approved for registration supplemental register
October 30, 2025Use amendment accepted
October 30, 2025Teas/email correspondence entered
October 29, 2025Teas/email correspondence entered
October 29, 2025Correspondence received in law office
October 29, 2025Teas response to office action received
October 7, 2025Notification of non-final action e-mailed
October 7, 2025Non-final action e-mailed

10 earlier steps on the official record.

FAQ

About ROTH CONVERSION OPTIMIZER

Who owns the trademark "ROTH CONVERSION OPTIMIZER"?

The USPTO trademark "ROTH CONVERSION OPTIMIZER" (application 98856884) is owned by Economic Security Planning, Inc.

What is the status of "ROTH CONVERSION OPTIMIZER"?

Its status at the USPTO is: registered.

When was "ROTH CONVERSION OPTIMIZER" registered?

It was registered on November 25, 2025.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull ROTH CONVERSION OPTIMIZER and marks like it into your own product with one request.

GET/v1/trademarks/{id}
The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/events
Every step in the office history
GET/v1/proceedings?trademark_id={id}
Oppositions and cancellations against the mark

Get API key View docs

GET /v1/trademarks/{id}

ID=tm_019d2a17-8f5b-7553-adbb-f5f181949ddc
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"

Response

{
  "id": "tm_019d2a17-8f5b-7553-adbb-f5f181949ddc",
  "object": "trademark",
  "mark_text": "ROTH CONVERSION OPTIMIZER",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "98856884",
  "filing_date": "2024-11-15",
  "nice_classes": [
    36,
    42
  ],
  "owners": [
    {
      "name": "Economic Security Planning, Inc.",
      "entity_id": null
    }
  ]
}