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 NON-FINAL ACTION - MAILED as of Monday, December 9, 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...