Serial Number
98192241
Owner
RD ADVISORY GROUP, LLCAttorney
SARA M. DORCHAKFirst Use Date
Apr 7, 2018
Filing Date
Sep 22, 2023
AGENCYCFO Trademark
Serial Number: 98192241 • Registration: 8200637
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
SARA M. DORCHAK BARCLAY DAMON LLP
1270 AVENUE OF THE AMERICAS, SUITE 501
NEW YORK, NY 10020
United States
Trademark Details
Filing Date
September 22, 2023
Registration Date
April 7, 2026
First Use Anywhere
April 7, 2018
First Use in Commerce
April 7, 2018
Published for Opposition
February 17, 2026
Goods & 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
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
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