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MAXIFI ROTH CONVERSION OPTIMIZER
Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 15 Nov 2024

Last Applicant/ Owned by

8 BURRS LANE

PROVIDENCE

RI

02904

Serial Number

98856882 filed on 15th Nov 2024

Registration Number

N/A

Correspondent Address

Douglas N. Masters

Douglas N. Masters Loeb & Loeb LLP

Chicago, IL 60654

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

MAXIFI ROTH CONVERSION OPTIMIZER

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

Classification Information


Class [042]
Computer & Software Services & Scientific Services


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


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [036]
Insurance & Financial Services


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


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [009]
Computer & Software Products & Electrical & Scientific Products


Computer programs for financial planning by individuals and financial advisors


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98856882

Mark Type

No Service Mark

Attorney Docket Number

No 243892-00011

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
15th Nov 2024NEW APPLICATION ENTERED