INTEGRATIVE PLANNING Trademark

Trademark Overview


On Tuesday, March 4, 2025, a trademark application was filed for INTEGRATIVE PLANNING with the United States Patent and Trademark Office. The USPTO has given the INTEGRATIVE PLANNING trademark a serial number of 99066682. The federal status of this trademark filing is REVIVED - AWAITING FURTHER ACTION as of Thursday, December 18, 2025. The INTEGRATIVE PLANNING trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Financial planning; Investment advisory services

Educational services, namely, conducting seminars, classes, workshops, training, conferences, ongoing radio shows, podcasts, non-downloadable webinars and courses in the field of financial services and retirement
integrative planning

General Information


Serial Number99066682
Word MarkINTEGRATIVE PLANNING
Filing DateTuesday, March 4, 2025
Status616 - REVIVED - AWAITING FURTHER ACTION
Status DateThursday, December 18, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning; Investment advisory services
Goods and ServicesEducational services, namely, conducting seminars, classes, workshops, training, conferences, ongoing radio shows, podcasts, non-downloadable webinars and courses in the field of financial services and retirement

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, March 4, 2025
Primary Code036
First Use Anywhere DateThursday, December 18, 2025
First Use In Commerce DateThursday, December 18, 2025

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, March 4, 2025
Primary Code041
First Use Anywhere DateThursday, December 18, 2025
First Use In Commerce DateThursday, December 18, 2025

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressCornelius, NC 28031

Trademark Events


Event DateEvent Description
Tuesday, March 4, 2025NEW APPLICATION ENTERED
Tuesday, March 4, 2025APPLICATION FILING RECEIPT MAILED
Thursday, July 24, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, August 6, 2025ASSIGNED TO EXAMINER
Friday, August 8, 2025NON-FINAL ACTION WRITTEN
Friday, August 8, 2025NON-FINAL ACTION E-MAILED
Friday, August 8, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, November 26, 2025ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Wednesday, November 26, 2025ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Wednesday, December 3, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, December 3, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, December 3, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, December 3, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, December 18, 2025TEAS PETITION TO REVIVE RECEIVED
Thursday, December 18, 2025PETITION TO REVIVE-GRANTED
Thursday, December 18, 2025NOTICE OF REVIVAL - E-MAILED
Thursday, December 18, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 18, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 18, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 18, 2025TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, December 18, 2025TEAS AMENDMENT OF USE RECEIVED
Thursday, December 18, 2025USE AMENDMENT FILED
Thursday, December 18, 2025AMENDMENT TO USE PROCESSING COMPLETE