Trademark Overview
On Wednesday, February 26, 2025, a trademark application was filed for WATERFIELD ADVISORS with the United States Patent and Trademark Office. The USPTO has given the WATERFIELD ADVISORS trademark a serial number of 99057087. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, February 26, 2025. This trademark is owned by Waterfield Enterprises, LLC. The WATERFIELD ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Strategic financial advisory services; Financial advisory and consultancy services; Strategic corporate financial advisory services; Financial planning and investment advisory services; Financial advisory services rendered using artificial intelligence (AI); Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advisory and consultancy services, namely, strategic and financial advisory programs for CEOs
