WHITFIELD ADVISORS

What this means for you

Not registered yet, but its 18 Sept 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

98756163

Mark type

Stylized text

Filed

18 Sept 2024

Attorney of record

Tammy Hui

Goods and services

• Class 035 — Advertising and business 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
• Class 036 — Insurance and financial 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

Owner

• Whitfield Advisors LLC, Ashburn, VA, US

Prosecution history

• 12 Feb 2026 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
• 12 Feb 2026 — LETTER OF SUSPENSION E-MAILED
• 12 Feb 2026 — SUSPENSION LETTER WRITTEN
• 29 Sept 2025 — USE AMENDMENT ACCEPTED
• 25 Sept 2025 — AMENDMENT TO USE PROCESSING COMPLETE
• 25 Sept 2025 — USE AMENDMENT FILED
• 25 Sept 2025 — TEAS AMENDMENT OF USE RECEIVED
• 25 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 26 Jun 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
• 26 Jun 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
• 28 Mar 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 28 Mar 2025 — NON-FINAL ACTION E-MAILED
• 28 Mar 2025 — NON-FINAL ACTION WRITTEN
• 25 Mar 2025 — ASSIGNED TO EXAMINER
• 24 Mar 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED