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5. Economic Security Planning, Inc.

Economic Security Planning, Inc.

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Company Details

Name:	Economic Security Planning, Inc.
Jurisdiction:	Rhode Island
Entity type:	Foreign Corporation
Status:	Activ
Date of Organization in Rhode Island:	30 Mar 2022 (3 years ago)
Identification Number:	001738244
ZIP code:	02904
County:	Providence County
Place of Formation:	DELAWARE
Purpose:	SOFTWARE DEVELOPMENT
Principal Address:	8 BURRS LN, PROVIDENCE, RI, 02904-2802, USA

Trademarks

Serial Number:

88584591

Mark:

LIVING STANDARD RISK ANALYSIS

Status:

Registered. The registration date is used to determine when post-registration maintenance documents are due.

Mark Type:

Service Mark

Application Filing Date:

2019-08-19

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

LIVING STANDARD RISK ANALYSIS

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Providing online non-downloadable computer programs for financial planning by individuals and financial planners

First Use:

2019-08-19

International Classes:

042 - Primary Class

Class Status:

ACTIVE

Serial Number:

88584482

Mark:

LIVING STANDARD MONTE CARLO

Status:

Registered. The registration date is used to determine when post-registration maintenance documents are due.

Mark Type:

Service Mark

Application Filing Date:

2019-08-19

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

LIVING STANDARD MONTE CARLO

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Providing online non-downloadable computer programs for financial planning by individuals and financial advisors

First Use:

2019-08-19

International Classes:

042 - Primary Class

Class Status:

ACTIVE

Serial Number:

87444819

Mark:

MAXIMIZE MY SOCIAL SECURITY

Status:

A Section 8 declaration has been accepted.

Mark Type:

Service Mark

Application Filing Date:

2017-05-10

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

MAXIMIZE MY SOCIAL SECURITY

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Providing a website featuring on-line non-downloadable software in the nature of a computer program for performing social security benefit analyses and social security planning and determining social security benefit claiming strategies, by individuals and financial advisors

First Use:

2017-04-01

International Classes:

042 - Primary Class

Class Status:

ACTIVE

Serial Number:

87443237

Mark:

ANALYZE MY DIVORCE SETTLEMENT

Status:

Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.

Mark Type:

Service Mark

Application Filing Date:

2017-05-09

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

ANALYZE MY DIVORCE SETTLEMENT

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Financial consultation services, namely, advice regarding, preparation of, and analyses of divorce settlements for individuals, by financial advisors

First Use:

2017-04-01

International Classes:

036 - Primary Class

Class Status:

SECTION 8 - CANCELLED

For:

Providing a website featuring on-line non-downloadable software in the nature of a computer program for divorce settlement analyses by individuals and financial advisors

First Use:

2017-04-01

International Classes:

042 - Primary Class

Class Status:

SECTION 8 - CANCELLED

Serial Number:

87256713

Mark:

MAXIFI PLANNER

Status:

A Sections 8 and 15 combined declaration has been accepted and acknowledged.

Mark Type:

Trademark, Service Mark

Application Filing Date:

2016-12-05

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

MAXIFI PLANNER

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Computer programs for financial planning by individuals and financial advisors

First Use:

2017-04-19

International Classes:

009 - Primary Class

Class Status:

ACTIVE

For:

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

First Use:

2017-04-19

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Date of last update: 05 Jun 2025

Sources: Rhode Island Department of State