WATERFIELD ADVISORS

Live / Registered — Registered (as of 19 Aug 2025)

What this means for you

Registered since 19 Aug 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99057087
Registration number
7906821
Mark type
Stylized text
Filed
26 Feb 2025
Published for opposition
03 Jun 2025
Registered
19 Aug 2025
Attorney of record
Amanda Kay Landis

Goods and services

  • Class 036 — Insurance and financial 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

Owner

Prior registrations

Prosecution history

  • 19 Aug 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 19 Aug 2025 — REGISTERED-PRINCIPAL REGISTER
  • 03 Jun 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 03 Jun 2025 — PUBLISHED FOR OPPOSITION
  • 28 May 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 02 May 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 02 May 2025 — EXAMINER'S AMENDMENT ENTERED
  • 02 May 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 02 May 2025 — EXAMINERS AMENDMENT E-MAILED
  • 02 May 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 29 Apr 2025 — ASSIGNED TO EXAMINER
  • 28 Apr 2025 — PETITION TO DIRECTOR - MAKE SPECIAL - GRANTED
  • 21 Apr 2025 — ASSIGNED TO PETITION STAFF
  • 31 Mar 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 26 Mar 2025 — TEAS PETITION TO DIRECTOR-MAKE SPECIAL-RECEIVED

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