WATERFIELD ADVISORS Trademark

Serial Number: 99057087 • Registration: 7906821

WATERFIELD ADVISORS is a trademark filed by Waterfield Enterprises, LLC on February 26, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Waterfield Enterprises, LLC (9 trademarks)

4775 Collins Avenue
Miami Beach, FL 33140

Entity Type: 16

Legal Representation

Attorney of Record

Amanda Kay Landis

44 trademarks filed View all →

Correspondence Address

Amanda Kay Landis CARSON LLP

301 W Jefferson Blvd.

Suite 200

Fort Wayne, IN 46802

United States

Trademark Details

Filing Date

February 26, 2025

Registration Date

August 19, 2025

First Use Anywhere

January 1, 1928

First Use in Commerce

January 1, 1928

Published for Opposition

June 3, 2025

Goods & Services

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