WHITFIELD ADVISORS Trademark

Trademark Overview


On Wednesday, September 18, 2024, a trademark application was filed for WHITFIELD ADVISORS with the United States Patent and Trademark Office. The USPTO has given the WHITFIELD ADVISORS trademark a serial number of 98756163. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, September 18, 2024. This trademark is owned by Whitfield Advisors LLC. The WHITFIELD ADVISORS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

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

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,...
whitfield advisors

General Information


Serial Number98756163
Word MarkWHITFIELD ADVISORS
Filing DateWednesday, September 18, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, September 18, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial 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 ServicesAccount 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

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 18, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 18, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameWhitfield Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAshburn, VA 20147

Trademark Events


Event DateEvent Description
Wednesday, September 18, 2024NEW APPLICATION ENTERED