| Serial Number | 88663243 |
| Word Mark | PEARL PLANNING NO GRIT. NO PEARL. |
| Filing Date | Tuesday, October 22, 2019 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, October 8, 2025 |
| Registration Number | 6067859 |
| Registration Date | Tuesday, June 2, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 17, 2020 |
| Description of Mark | The mark consists of the word "PEARL" in stylized letters, with a curve inside of the letter "a" and after the word "PEARL", a ball, placed above the word "PLANNING", all placed over a line and under the line the words "NO GRIT. NO PEARL". |
| Goods and Services | 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Business consulting services in the field of philanthropic strategies; Human capital management services, namely, outsourcing services in the nature of arranging service contracts for others; Business organization and management consulting; Business management consultancy and advisory services; Business tax planning and consultation services; Business succession planning and consultation services; Providing a website featuring information in the field of business consulting; Providing a website featuring information about taxation planning |
| NOT AVAILABLE | "PLANNING" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, October 26, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, August 31, 2018 |
| First Use In Commerce Date | Friday, August 31, 2018 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, October 26, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, August 31, 2018 |
| First Use In Commerce Date | Friday, August 31, 2018 |
| Party Name | Pearl Planning, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dexter, MI 48130 |
| Party Name | Pearl Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dexter, MI 48130 |
| Party Name | Pearl Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dexter, MI 48130 |
| Event Date | Event Description |
| Friday, October 25, 2019 | NEW APPLICATION ENTERED |
| Saturday, October 26, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, January 27, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, January 27, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, March 17, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 29, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, January 16, 2020 | ASSIGNED TO EXAMINER |
| Monday, January 27, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Monday, January 27, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 28, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 7, 2020 | ASSIGNED TO LIE |
| Wednesday, February 26, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 3, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, October 6, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, October 8, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, October 8, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, March 17, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 2, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, June 2, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |