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  5. WATERFIELD ENTERPRISES INC.

WATERFIELD ENTERPRISES INC. - Florida Company Profile

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Company Details

Entity Name: WATERFIELD ENTERPRISES INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Inactive
Date Filed: 14 Jul 2004 (21 years ago)
Date of dissolution: 25 Sep 2009 (16 years ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 25 Sep 2009 (16 years ago)
Document Number: P04000104533
FEI/EIN Number 753165642
Address: 3250 S. OCEAN BLVD. #106N, PALM BEACH, FL, 33480
Mail Address: 3250 S. OCEAN BLVD. #106N, PALM BEACH, FL, 33480
ZIP code: 33480
City: Palm Beach
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
DUNN LIZA President 3250 S. OCEAN BLVD. #106N, PALM BEACH, FL, 33480
DUNN LIZA Director 3250 S. OCEAN BLVD. #106N, PALM BEACH, FL, 33480
DUNN NORMA S Vice President 3250 S. OCEAN BLVD. #106N, PALM BEACH, FL, 33480
DUNN NORMA S Secretary 3250 S. OCEAN BLVD. #106N, PALM BEACH, FL, 33480
DUNN NORMA S Agent 3250 S. OCEAN BLVD. #106N, PALM BEACH, FL, 33480
DUNN NORMA S Director 3250 S. OCEAN BLVD. #106N, PALM BEACH, FL, 33480

Commercial and government entity program

CAGE number:
8FXL1
Status:
Obsolete
Type:
Non-Manufacturer
CAGE Update Date:
2024-12-25
CAGE Expiration:
2024-12-24
SAM Expiration:
2020-12-11

Contact Information

POC:
RICK A. BROWN
Corporate URL:
www.waterfield.com

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2009-09-25 - -
CHANGE OF PRINCIPAL ADDRESS 2007-07-10 3250 S. OCEAN BLVD. #106N, PALM BEACH, FL 33480 -
CHANGE OF MAILING ADDRESS 2007-07-10 3250 S. OCEAN BLVD. #106N, PALM BEACH, FL 33480 -
REGISTERED AGENT NAME CHANGED 2007-07-10 DUNN, NORMA S -
REGISTERED AGENT ADDRESS CHANGED 2007-07-10 3250 S. OCEAN BLVD. #106N, PALM BEACH, FL 33480 -

Documents

Name Date
ANNUAL REPORT 2008-04-30
ANNUAL REPORT 2007-07-10
ANNUAL REPORT 2007-03-21
ANNUAL REPORT 2006-04-19
ANNUAL REPORT 2005-04-20
Domestic Profit 2004-07-14

USAspending Awards / Financial Assistance

Date:
2020-04-13
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
86662.50
Total Face Value Of Loan:
86662.50
Date:
2020-04-13
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
86662.50
Total Face Value Of Loan:
86662.50

Trademarks

Serial Number:
99139655
Mark:
WATERFIELD FAMILY OFFICE
Status:
New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information.
Mark Type:
Service Mark
Application Filing Date:
2025-04-16
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WATERFIELD FAMILY OFFICE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Management of private equity funds; Private equity consultant services; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Financial advisory services; Financial services, namely, investment advice, investment mana...
First Use:
1928-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
99139661
Mark:
WATERFIELD PRIVATE EQUITY
Status:
New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information.
Mark Type:
Service Mark
Application Filing Date:
2025-04-16
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WATERFIELD PRIVATE EQUITY
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Private equity consultant services; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Management of private equity funds; Financial services, namely, investment advice, investment management, investment consultati...
First Use:
1998-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
99057810
Mark:
WATERFIELD ENTERPRISES
Status:
Approved by the examining attorney for publication but has not yet published for opposition. Although rare, withdrawal of approval prior to publication may occur after final review. The opposition period begins on the date of publication.
Mark Type:
Service Mark
Application Filing Date:
2025-02-26
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WATERFIELD ENTERPRISES
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Banking services; Merchant banking and investment banking services; Investment banking services; Private equity fund investment services; Private equity consultant services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Management of private equity f...
First Use:
1998-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
99057087
Mark:
WATERFIELD ADVISORS
Status:
Application has been published for opposition. The opposition period begins on the date of publication.
Mark Type:
Service Mark
Application Filing Date:
2025-02-26
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WATERFIELD ADVISORS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
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 ad...
First Use:
1928-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
99057500
Mark:
WATERFIELD FINANCIAL
Status:
Approved by the examining attorney for publication but has not yet published for opposition. Although rare, withdrawal of approval prior to publication may occur after final review. The opposition period begins on the date of publication.
Mark Type:
Service Mark
Application Filing Date:
2025-02-26
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WATERFIELD FINANCIAL
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Banking services; Merchant banking and investment banking services; Investment banking services; Private equity fund investment services; Private equity consultant services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Management of private equity f...
First Use:
1928-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
9
Initial Approval Amount:
$86,662.5
Date Approved:
2020-04-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$86,662.5
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$87,669.86
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $86,662.5
Utilities: $0
Mortgage Interest: $0
Rent: $0
Refinance EIDL: $0
Healthcare: $0
Debt Interest: $0

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Date of last update: 02 Aug 2025

Sources: Florida Department of State

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