AGENCYCFO
LIVE

Serial Number

98192241

Owner

RD ADVISORY GROUP, LLC

Attorney

SARA M. DORCHAK

First Use Date

Apr 7, 2018

Filing Date

Sep 22, 2023

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AGENCYCFO Trademark

Serial Number: 98192241 • Registration: 8200637

AGENCYCFO is a trademark filed by RD ADVISORY GROUP, LLC on September 22, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

RD ADVISORY GROUP, LLC

PO Box 195
Clinton, NY 13323

Entity Type: 16

AGENCYCFO, LLC (2 trademarks)

3 Ellinwood Court
New Hartford, NY 13413

Entity Type: 16

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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Apr 7, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Apr 7, 2026 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 17, 2026 NPUB
PUBLISHED FOR OPPOSITION
Feb 17, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 11, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 21, 2026 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 17, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 17, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 17, 2025 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Jul 24, 2025 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Jul 24, 2025 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 16, 2025 GNRN
NON-FINAL ACTION E-MAILED
May 16, 2025 GNRT
NON-FINAL ACTION WRITTEN
May 16, 2025 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 11, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 10, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 10, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 9, 2024 GNRN
NON-FINAL ACTION E-MAILED
Dec 9, 2024 GNRT
NON-FINAL ACTION WRITTEN
Dec 9, 2024 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 21, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 21, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 21, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 24, 2024 GNRN
NON-FINAL ACTION E-MAILED
May 24, 2024 GNRT
NON-FINAL ACTION WRITTEN
May 24, 2024 CNRT
ASSIGNED TO EXAMINER
May 15, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 10, 2023 NWOS
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Oct 4, 2023 ASGN
NEW APPLICATION ENTERED
Sep 26, 2023 NWAP