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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:
2024
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
7
Sponsors Telephone Number:

History

Start date End date Type Value
2023-09-28 2025-08-07 Address RD ADVISORY GROUP, LLC, 7250 RESERVOIR ROAD, CLINTON, NY, 13323, USA (Type of address: Service of Process)
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
250807004428 2025-08-07 BIENNIAL STATEMENT 2025-08-07
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:
A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2023-09-22
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
AGENCYCFO

Goods And Services

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
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:
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

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State