WATERFIELD FINANCIAL Trademark
Trademark Overview
On Wednesday, February 26, 2025, a trademark application was filed for WATERFIELD FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the WATERFIELD FINANCIAL trademark a serial number of 99057500. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, September 2, 2025. This trademark is owned by Waterfield Enterprises, LLC. The WATERFIELD FINANCIAL trademark is filed in the Insurance & Financial Services category with the following description:
Banking services; Merchant banking and investment banking services; Investment banking services; Private equity fund investment services; Private equity consultant services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Management of private equity funds; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing venture capital, development capital, private equity and investment funding; Venture capital fund management; Venture capital advisory services; Venture capital funding services to emerging and start-up companies
General Information
| Serial Number | 99057500 |
| Word Mark | WATERFIELD FINANCIAL |
| Filing Date | Wednesday, February 26, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, September 2, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 2, 2025 |
Trademark Statements
| Section 2(f) Limitation Statement | Waterfield |
| Goods and Services | Banking services; Merchant banking and investment banking services; Investment banking services; Private equity fund investment services; Private equity consultant services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Management of private equity funds; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing venture capital, development capital, private equity and investment funding; Venture capital fund management; Venture capital advisory services; Venture capital funding services to emerging and start-up companies |
| NOT AVAILABLE | "FINANCIAL" |
Classification Information
| 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 | Wednesday, February 26, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 1928 |
| First Use In Commerce Date | Sunday, January 1, 1928 |
Trademark Owner History
| Party Name | Waterfield Enterprises, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Miami Beach, FL 33140 |
| Party Name | Waterfield Enterprises, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Miami Beach, FL 33140 |
Trademark Events
| Event Date | Event Description |
| Wednesday, February 26, 2025 | NEW APPLICATION ENTERED |
| Wednesday, February 26, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, July 26, 2025 | ASSIGNED TO EXAMINER |
| Thursday, July 31, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, July 31, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, July 31, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 27, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 2, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 2, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, July 31, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, July 31, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
