WATERFIELD ADVISORS Trademark

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 PUBLISHED FOR OPPOSITION as of Tuesday, June 3, 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
waterfield advisors

General Information


Serial Number99057087
Word MarkWATERFIELD ADVISORS
Filing DateWednesday, February 26, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, June 3, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 3, 2025

Trademark Statements


Goods and ServicesFinancial 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
NOT AVAILABLE"ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 26, 2025
Primary Code036
First Use Anywhere DateSunday, January 1, 1928
First Use In Commerce DateSunday, January 1, 1928

Trademark Owner History


Party NameWaterfield Enterprises, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMiami Beach, FL 33140

Party NameWaterfield Enterprises, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMiami Beach, FL 33140

Trademark Events


Event DateEvent Description
Wednesday, February 26, 2025NEW APPLICATION ENTERED
Wednesday, February 26, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, March 26, 2025TEAS PETITION TO DIRECTOR-MAKE SPECIAL-RECEIVED
Monday, March 31, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, April 21, 2025ASSIGNED TO PETITION STAFF
Tuesday, April 29, 2025ASSIGNED TO EXAMINER
Friday, May 2, 2025EXAMINER'S AMENDMENT ENTERED
Friday, May 2, 2025EXAMINERS AMENDMENT E-MAILED
Friday, May 2, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, May 2, 2025EXAMINERS AMENDMENT -WRITTEN
Friday, May 2, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 28, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 3, 2025PUBLISHED FOR OPPOSITION
Tuesday, June 3, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, April 28, 2025PETITION TO DIRECTOR - MAKE SPECIAL - GRANTED