| Serial Number | 98756163 |
| Word Mark | WHITFIELD ADVISORS |
| Filing Date | Wednesday, September 18, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, March 28, 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 | NOT AVAILABLE |
| Goods and Services | Financial advice, namely, budget planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting services, namely, expert analysis in finance; Financial data analysis; Financial due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial forecasting; Financial risk assessment services; Financial risk management; Financial risk management consultation; Strategic corporate financial advisory services |
| Goods and Services | Account auditing; Accounting advisory services; Accounting consultation; Accounting services; Accounting services for mergers and acquisitions; Acquisition and merger consultation; Advisory services relating to business management and business operations; Analyzing and compiling business data; Audit support services, namely, review and analysis of a company's sales, as well as the preparation, organization and presentation of the documents and data requested by a government body, and advice on government audit processes, policies and strategy; Business auditing; Business consultation in the field of business process improvement and enterprise architecture development; Business knowledge management services; Business management consultancy as well as development of processes for the analysis and the implementation of strategy plans and management projects; Business management consulting, strategic planning and business advisory services provided to commercial and public sector entities, primarily in the United States; Business management services, namely, managing logistics, reverse logistics, supply chain services, supply chain visibility and synchronization, supply and demand forecasting and product distribution processes for others; Business risk management; Business strategic planning services; Consulting and information concerning accounting; Consulting services, namely, expert analysis and management consulting in economics and accounting; Negotiation and conclusion of commercial transactions for third parties; Negotiation of business contracts for others; Preparation and presentation of business prospectuses; Preparation of business reports; Preparation of financial statements; Preparation of reports relating to finance and investments; Providing business management information in connection with consulting and advisory services in the field of strategic planning; Providing information in the fields of business innovation process, business management and business opportunities; Business information and accounting advisory services; Tracking and monitoring business income and expenditures for others for account auditing purposes |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, September 18, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, August 28, 2024 |
| First Use In Commerce Date | Wednesday, August 28, 2024 |
| 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, September 18, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, August 28, 2024 |
| First Use In Commerce Date | Wednesday, August 28, 2024 |
| Party Name | Whitfield Advisors LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Ashburn, VA 20147 |
| Event Date | Event Description |
| Wednesday, September 18, 2024 | NEW APPLICATION ENTERED |
| Monday, March 24, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 25, 2025 | ASSIGNED TO EXAMINER |
| Friday, March 28, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 28, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, September 25, 2025 | USE AMENDMENT FILED |
| Thursday, September 25, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, September 29, 2025 | USE AMENDMENT ACCEPTED |
| Thursday, September 25, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Friday, March 28, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, June 26, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, June 26, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, September 25, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |