AGENCYCFO Trademark

Trademark Overview


On Friday, September 22, 2023, a trademark application was filed for AGENCYCFO with the United States Patent and Trademark Office. The USPTO has given the AGENCYCFO trademark a serial number of 98192241. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Wednesday, August 21, 2024. This trademark is owned by RD ADVISORY GROUP, LLC. The AGENCYCFO trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

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

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

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; Business supp...
agencycfo

General Information


Serial Number98192241
Word MarkAGENCYCFO
Filing DateFriday, September 22, 2023
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateWednesday, August 21, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesArranging 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
Pseudo MarkAGENCY CHIEF FINANCIAL OFFICER
Goods and ServicesFinancial 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
Goods and ServicesAccounting 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; Business support, analysis, and consulting services in the field of accounting; Consultancy services regarding business strategies; 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

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 10, 2023
Primary Code035
First Use Anywhere DateSaturday, April 7, 2018
First Use In Commerce DateSaturday, April 7, 2018

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 10, 2023
Primary Code036
First Use Anywhere DateSaturday, April 7, 2018
First Use In Commerce DateSaturday, April 7, 2018

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, October 10, 2023
Primary Code041
First Use Anywhere DateSaturday, April 7, 2018
First Use In Commerce DateSaturday, April 7, 2018

Trademark Owner History


Party NameAGENCYCFO, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressCLINTON, NY 13323

Party NameRD ADVISORY GROUP, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressClinton, NY 13323

Trademark Events


Event DateEvent Description
Tuesday, September 26, 2023NEW APPLICATION ENTERED
Wednesday, October 4, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, October 10, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 15, 2024ASSIGNED TO EXAMINER
Friday, May 24, 2024NON-FINAL ACTION WRITTEN
Wednesday, August 21, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 21, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 21, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, May 24, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, May 24, 2024NON-FINAL ACTION E-MAILED