THE INTEGRATION METHOD
Live / Applied — New application — assigned to an examiner (as of 13 Sept 2026)
What this means for you
Not registered yet, but its 12 May 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99819213
- Mark type
- Stylized text
- Filed
- 12 May 2026
- Attorney of record
- Trevor A. Caudle, Esq.
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning consultation; Providing information in the field of financial planning for therapists and mental health professionals; Consulting in the field of finance; Providing information in the field of financial planning for therapy practices; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, business and financial consulting for therapy practices; Investment consultancy; Investment management; Providing information regarding financial investment strategies for therapists; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial advisory and consultancy services, namely, cash flow, budgeting, and financial organization consulting for therapists; Providing information in the field of financial planning for helping therapists organize, align, and simplify their personal and business finances; Financial advisory and consultancy services, namely, development and implementation of personalized financial systems and strategies for therapists and healthcare professionals; Financial advisory and consultancy services, namely, providing financial wellness programs designed for therapists and private practice owners; Financial advisory and consultancy services, namely, consulting focused on integrating personal finances, business finances, taxes, investments, and long-term financial planning for therapists
- Class 041 — Education and entertainment services: Arranging and conducting of seminars and workshops in the field of finance for therapists; Providing online non-downloadable publications in the nature of educational course materials in the field of personal finance and financial organization for therapists; Coaching in the field of finance for therapists and private practice owners; Coaching in the field of finance for therapy practices; Education services, namely, providing courses, webinars, and workshops in the field of financial wellness, financial clarity, and financial systems for therapists; Providing a website featuring blogs and non-downloadable publications in the nature of articles and other educational content in the field(s) of financial planning for therapists; Providing online non-downloadable videos in the field of financial planning education for therapists
Owner
- We Financial Group LLC, San Francisco, CA, US
Prosecution history
- 13 Sept 2026 — ASSIGNED TO EXAMINER
- 11 Sept 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 12 May 2026 — APPLICATION FILING RECEIPT MAILED
- 12 May 2026 — NEW APPLICATION ENTERED