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AGENCYCFO, LLC

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Company Details

Name: AGENCYCFO, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 13 Nov 2013 (12 years ago)
Entity Number: 4486142
ZIP code: 13323
County: Oneida
Place of Formation: New York
Address: RD ADVISORY GROUP, LLC, 7250 RESERVOIR ROAD, CLINTON, NY, United States, 13323

DOS Process Agent

Name Role Address
C/O ROSEMARY ANNE POLCZYNSKI DOS Process Agent RD ADVISORY GROUP, LLC, 7250 RESERVOIR ROAD, CLINTON, NY, United States, 13323

Form 5500 Series

Employer Identification Number (EIN):
464227397
Plan Year:
2023
Number Of Participants:
7
Sponsors Telephone Number:

History

Start date End date Type Value
2013-11-13 2023-09-28 Address RD ADVISORY GROUP, LLC, 7250 RESERVOIR ROAD, CLINTON, NY, 13323, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230928003059 2023-09-28 CERTIFICATE OF AMENDMENT 2023-09-28
211029002299 2021-10-29 BIENNIAL STATEMENT 2021-10-29
140227000398 2014-02-27 CERTIFICATE OF PUBLICATION 2014-02-27
131113000259 2013-11-13 ARTICLES OF ORGANIZATION 2013-11-13

Trademarks Section

Serial Number:
98192241
Mark:
AGENCYCFO
Status:
NON-FINAL ACTION - MAILED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-09-22
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
AGENCYCFO

Goods And Services

For:
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,...
First Use:
2018-04-07
International Classes:
041 - Primary Class
Class Status:
Active
For:
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;...
First Use:
2018-04-07
International Classes:
036 - Primary Class
Class Status:
Active
For:
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...
First Use:
2018-04-07
International Classes:
035 - Primary Class
Class Status:
Active

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State