CLICKONE
LIVE

Serial Number

50068316

Owner

RFG Advisory, LLC

Attorney

TYLER J. WHITE

First Use Date

May 21, 2025

Filing Date

Aug 24, 2026

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CLICKONE Trademark

Serial Number: 50068316

CLICKONE is a trademark filed by RFG Advisory, LLC on August 24, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

RFG Advisory, LLC (8 trademarks)

1400 Urban Center Drive, 4th floor
Vestavia Hills, AL 35242

Entity Type: 16

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

APPLICATION FILING RECEIPT MAILED
Aug 24, 2026 MAFR
NEW APPLICATION ENTERED
Aug 24, 2026 NWAP