CFGA Trademark

Trademark Overview


On Tuesday, February 18, 2025, a trademark application was filed for CFGA with the United States Patent and Trademark Office. The USPTO has given the CFGA trademark a serial number of 99046259. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Friday, November 21, 2025. This trademark is owned by The Founders Group. The CFGA trademark is filed in the Paper & Printed Material Products and Education & Entertainment Services categories with the following description:

Printed materials, namely, books, pamphlets, and brochures in the fields of business exit planning, business succession planning, and value acceleration

Educational services, namely providing educational training on the discovery and mechanics for all facets of the exit planning journey, including process, counseling and conversation tools, memos, forms, checklists, templates, customizable reports, and benchmarking tools; co-branded marketing brochures, and online surveys and assessments, as well as education to have conversations about (and identify the need for) technical value enhancement functions and transition goals such as valuations, financial reporting and projections, cash flow, operational and leadership issues, the wealth gap, tax planning, internal and external succession options/structures, and due diligence preparation; Arranging professional workshops and training courses for financial advisors, business consultants, and related professionals in the field of Business Exit Planning, Business Succession Planning, and Value Acceleration strategies; Educational services, namely, conducting classes, seminars, workshops in th...
cfga

General Information


Serial Number99046259
Word MarkCFGA
Filing DateTuesday, February 18, 2025
Status645 - FINAL REFUSAL - MAILED
Status DateFriday, November 21, 2025
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 ServicesPrinted materials, namely, books, pamphlets, and brochures in the fields of business exit planning, business succession planning, and value acceleration
Goods and ServicesEducational services, namely providing educational training on the discovery and mechanics for all facets of the exit planning journey, including process, counseling and conversation tools, memos, forms, checklists, templates, customizable reports, and benchmarking tools; co-branded marketing brochures, and online surveys and assessments, as well as education to have conversations about (and identify the need for) technical value enhancement functions and transition goals such as valuations, financial reporting and projections, cash flow, operational and leadership issues, the wealth gap, tax planning, internal and external succession options/structures, and due diligence preparation; Arranging professional workshops and training courses for financial advisors, business consultants, and related professionals in the field of Business Exit Planning, Business Succession Planning, and Value Acceleration strategies; Educational services, namely, conducting classes, seminars, workshops in the field of Business Exit Planning, Business Succession Planning, and Value Acceleration strategies; Education services, namely, providing non-downloadable seminars in the field of Business Exit Planning, Business Succession Planning, and Value Acceleration strategies; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Business Exit Planning, Business Succession Planning, and Value Acceleration strategies

Classification Information


International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateTuesday, February 18, 2025
Primary Code016
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, February 18, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameThe Founders Group
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92122

Trademark Events


Event DateEvent Description
Tuesday, February 18, 2025NEW APPLICATION ENTERED
Tuesday, February 18, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, July 9, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, July 24, 2025ASSIGNED TO EXAMINER
Wednesday, July 30, 2025TEAS VOLUNTARY AMENDMENT RECEIVED
Wednesday, July 30, 2025PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Thursday, July 31, 2025NON-FINAL ACTION WRITTEN
Thursday, July 31, 2025NON-FINAL ACTION E-MAILED
Thursday, July 31, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, October 31, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, October 31, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, October 31, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 21, 2025FINAL REFUSAL WRITTEN
Friday, November 21, 2025FINAL REFUSAL E-MAILED
Friday, November 21, 2025NOTIFICATION OF FINAL REFUSAL EMAILED