Serial Number
97979816
Owner
Pearl Planning, LLCAttorney
Susan M. KornfieldFiling Date
May 10, 2023
PEARL PLANNING Trademark
Serial Number: 97979816 • Registration: 7839433
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Susan M. Kornfield BODMAN PLC
201 SOUTH DIVISION STREET, SUITE 400
ANN ARBOR, MI 48104
United States
Trademark Details
Filing Date
May 10, 2023
Registration Date
June 24, 2025
Published for Opposition
May 6, 2025
Goods & 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 services in the field of real estate