USPTO serial 99066682
INTEGRATIVE PLANNING
Reviewed by CopyMark Law Group
Status 616
- Filing date
- Status date
- Registration date
- —
- Examiner
- CAPSHAW, DANIEL
- Law office
- TMO LAW OFFICE 110
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Cornelius, NC
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jeffrey J. Schwartz
Jeffrey J. Schwartz Schwartz Law Firm, P.C.6100 Fairview Road, Suite 1135Charlotte, NC 28210United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning; Investment advisory services | ACTIVE | Dec 18, 2025 |
| 041 | 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 | ACTIVE | Dec 18, 2025 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 18, 2025 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Dec 18, 2025 | IUAF | USE AMENDMENT FILED | — |
| Dec 18, 2025 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Dec 18, 2025 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Dec 18, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 18, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 18, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 18, 2025 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Dec 18, 2025 | PETG | PETITION TO REVIVE-GRANTED | — |
| Dec 18, 2025 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Dec 3, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Dec 3, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 3, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 3, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 26, 2025 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Nov 26, 2025 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Aug 8, 2025 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 8, 2025 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 8, 2025 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 6, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 24, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 4, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 4, 2025 | NWAP | NEW APPLICATION ENTERED | — |