TrademarkDir
INTEGRATIVE PLANNING
LIVE

Serial Number

99066682

Owner

Shawn Lee

Attorney

Jeffrey J. Schwartz

First Use Date

Dec 18, 2025

Filing Date

Mar 4, 2025

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INTEGRATIVE PLANNING Trademark

Serial Number: 99066682

INTEGRATIVE PLANNING is a trademark filed by Shawn Lee on March 4, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently pending registration.

Owner Contact Info

Shawn Lee (6 trademarks)

644 Kahiau Loop
Honolulu, HI 96821

Entity Type: 01

Trademark Details

Filing Date

March 4, 2025

Registration Date

Not Registered

First Use Anywhere

December 18, 2025

First Use in Commerce

December 18, 2025

Goods & Services

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

Filing History

AMENDMENT TO USE PROCESSING COMPLETE
Dec 18, 2025 AUPC
USE AMENDMENT FILED
Dec 18, 2025 IUAF
TEAS AMENDMENT OF USE RECEIVED
Dec 18, 2025 EAAU
TEAS VOLUNTARY AMENDMENT RECEIVED
Dec 18, 2025 PARI
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 18, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 18, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 18, 2025 TROA
NOTICE OF REVIVAL - E-MAILED
Dec 18, 2025 NREV
PETITION TO REVIVE-GRANTED
Dec 18, 2025 PETG
TEAS PETITION TO REVIVE RECEIVED
Dec 18, 2025 PROA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Dec 3, 2025 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 3, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 3, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 3, 2025 REAP
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Nov 26, 2025 MAB2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Nov 26, 2025 ABN2
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 8, 2025 GNRN
NON-FINAL ACTION E-MAILED
Aug 8, 2025 GNRT
NON-FINAL ACTION WRITTEN
Aug 8, 2025 CNRT
ASSIGNED TO EXAMINER
Aug 6, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 24, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Mar 4, 2025 MAFR
NEW APPLICATION ENTERED
Mar 4, 2025 NWAP

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