| Serial Number | 98192241 |
| Word Mark | AGENCYCFO |
| Filing Date | Friday, September 22, 2023 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Monday, November 17, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Pseudo Mark | AGENCY CHIEF FINANCIAL OFFICER |
| Goods and Services | Financial consulting and financial management services, namely, financial forecasting and modeling, mergers and acquisitions support, and due diligence management; Financial consulting and financial management services in the field of financial statement preparation and analysis; Financial planning; Financial consultation in the field of CFO duties and business organization; Financial consulting services, namely, outsourced chief financial officer services, accounting and business operating strategy |
| Goods and Services | Accounting advisory services; Assistance and advice regarding business organization and management; Audit support services, namely, review and analysis of a company's sales; Business advice and information relating to loans, finance and capital; Business advisory and management services relating to accounting, budget planning and forecasting, and contract management; Business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, preparation and filing of claims, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals; Business assistance, management and information services; Business consulting services in the field of small business ownership, CFO roles, QuickBooks, and Bookkeeping Services; Business consulting services, namely, providing assistance in development of business strategies and creative ideation; Business development consulting services; Business risk management; Providing business support staff services; business data analysis; business consulting services in the field of accounting; Consultancy services regarding business strategies; Business consulting services, namely, outsourced chief financial officer services, accounting and business operations strategy; Financial statement preparation and analysis for businesses; Marketing consulting; Marketing plan development; Marketing research, analysis and advisory services; Tax and taxation planning, assessment, advice, information and consultancy services |
| Goods and Services | Arranging and conducting of training workshops in the field of business, entrepreneurship, marketing, leadership and accounting; Business training and business training consultancy services; Educational services, namely, conducting courses, training, workshops, conferences in the field of business, entrepreneurship, marketing, leadership and accounting and distribution of educational materials in connection therewith; Providing group coaching and in-person learning forums in the field of business, entrepreneurship, marketing, leadership and accounting; Providing on-line training workshops and conferences in the field of business, entrepreneurship, marketing, leadership and accounting; Training courses in strategic planning relating to business, entrepreneurship, marketing, leadership and accounting; Virtual personal coaching services in the field of finances, business, and CFO role |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 10, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, April 7, 2018 |
| First Use In Commerce Date | Saturday, April 7, 2018 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 10, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, April 7, 2018 |
| First Use In Commerce Date | Saturday, April 7, 2018 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 10, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, April 7, 2018 |
| First Use In Commerce Date | Saturday, April 7, 2018 |
| Party Name | AGENCYCFO, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New Hartford, NY 13413 |
| Party Name | RD ADVISORY GROUP, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Clinton, NY 13323 |
| Event Date | Event Description |
| Tuesday, September 26, 2023 | NEW APPLICATION ENTERED |
| Wednesday, October 4, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, October 10, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 15, 2024 | ASSIGNED TO EXAMINER |
| Friday, May 24, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, May 24, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, May 24, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 21, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, August 21, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 21, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, December 9, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, December 9, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, December 9, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 10, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, March 10, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 11, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 16, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, May 16, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, May 16, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 24, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, July 24, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, November 17, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, November 17, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, November 17, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |