U.S., July 9 -- An application to own the trademark for 'MAXIFI ROTH CONVERSION OPTIMIZER' has been filed on Nov. 15, 2024.

Owner(s):

Economic Security Planning, Inc.; 8 BURRS LANE, , RHODE ISLAND

Goods and/or Services:

For: Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors

Class(es): 100, 101, 102

For: Downloadable computer programs for financial planning by individuals and financial advisors

Class(es): 021, 023, 026, 036, 038

For: Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors

Class(es): 100, 101

Mark Drawing Type: 4 - STANDARD CHARACTER MARK

https://eog-tmng.uspto.gov/#...