Word

WHITFIELD ADVISORS

Status

Pending

Status Code

630

Status Date

Wednesday, September 18, 2024

Serial Number

98756163

Mark Type

4

Filing Date

Wednesday, September 18, 2024

Trademark Owner History

Whitfield Advisors LLC

Classifications

36 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

35 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

Trademark Events

Sep 18, 2024

New Application Entered