WHITFIELD ADVISORS
LIVE

Serial Number

98756163

Owner

Whitfield Advisors LLC

Attorney

Tammy Hui

First Use Date

Aug 28, 2024

Filing Date

Sep 18, 2024

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WHITFIELD ADVISORS Trademark

Serial Number: 98756163

WHITFIELD ADVISORS is a trademark filed by Whitfield Advisors LLC on September 18, 2024. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Whitfield Advisors LLC

44679 Endicott Drive, Suite 300
Ashburn, VA 20147

Entity Type: 16

Trademark Details

Filing Date

September 18, 2024

Registration Date

Not Registered

First Use Anywhere

August 28, 2024

First Use in Commerce

August 28, 2024

Goods & 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

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

Filing History

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Feb 12, 2026 GNS3
LETTER OF SUSPENSION E-MAILED
Feb 12, 2026 GNSL
SUSPENSION LETTER WRITTEN
Feb 12, 2026 CNSL
USE AMENDMENT ACCEPTED
Sep 29, 2025 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
Sep 25, 2025 AUPC
USE AMENDMENT FILED
Sep 25, 2025 IUAF
TEAS AMENDMENT OF USE RECEIVED
Sep 25, 2025 EAAU
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 25, 2025 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Jun 26, 2025 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Jun 26, 2025 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 28, 2025 GNRN
NON-FINAL ACTION E-MAILED
Mar 28, 2025 GNRT
NON-FINAL ACTION WRITTEN
Mar 28, 2025 CNRT
ASSIGNED TO EXAMINER
Mar 25, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 24, 2025 NWOS
NEW APPLICATION ENTERED
Sep 18, 2024 NWAP

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