Serial Number
50068316
Owner
RFG Advisory, LLCAttorney
TYLER J. WHITEFirst Use Date
May 21, 2025
Filing Date
Aug 24, 2026
CLICKONE Trademark
Serial Number: 50068316
Trademark Classes
Owner Contact Info
1400 Urban Center Drive, 4th floor
Vestavia Hills, AL 35242
Entity Type: 16
Legal Representation
Correspondence Address
TYLER J. WHITE BUTLER SNOW LLP
1020 Highland Colony Pkwy #1400
Ridgeland, MS 39157
United States
Trademark Details
Filing Date
August 24, 2026
Registration Date
Not Registered
First Use Anywhere
May 21, 2025
First Use in Commerce
July 9, 2025
Goods & Services
Financial planning and investment advisory services
Software as a service (SAAS) services featuring software for financial planning, wealth management, customer relationship management (CRM), workflow management, data aggregation, business intelligence, and using artificial intelligence (AI) to analyze, aggregate, summarize, and generate insights from financial advisory business data, client information, portfolio data, and operational workflows
Filing History
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