Trademark Overview
On Wednesday, May 10, 2023, a trademark application was filed for PEARL PLANNING with the United States Patent and Trademark Office. The USPTO has given the PEARL PLANNING trademark a serial number of 97979816. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, February 6, 2025. This trademark is owned by Pearl Planning, LLC. The PEARL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Providing a website featuring information in the field of financial planning, wealth management, financial planning for retirement planning, social security claims administration, financial investing, debt management, income planning, life insurance, annuities, and legacy estate planning; Financial consultancy and advisory services; Financial planning consultation; Financial planning implementation services; Financial trust planning; Financial planning and investment advisory services; Securities brokerage; Investment consultation; Investment management services in the field of acquiring joint ventures; Cash flow planning; Financial portfolio management; Financial planning services, namely, consultation and planning in the fields of financial retirement planning, wealth management, wealth transfer, philanthropic giving relating to charitable fundraising, estate succession and legacy planning; Insurance planning, namely, life insurance consultation; Financial due diligence services in t...
