Advisory Resource Group, LLC logo

Advisory Resource Group, LLC

6 Marks
First Filed:Mar 8, 2024Latest Filed:May 20, 2025Address:10900 NE 4th St., Ste. 2300, No. 2413, Bellevue, WA 98004

Portfolio Overview

Registered
3(50%)
Pending
2(33%)
Dead
1(17%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
4(67%)
Class 35
Advertising, Business Services & Retail
4(67%)
Class 42
Software, IT Services & Scientific Research
3(50%)

TTAB Proceedings

No litigation activity

Top Firms

Advitam IP, LLC(May 2025)
6

Trademark Portfolio

6 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
MYARGPORTAL
MYARGPORTAL
Service Mark
Word
PENDING
Owner:
Serial:99193901
Filed:May 20, 2025
Classes:36
Goods & Services
Providing information in the field of financial planning for partner firms; Providing financial information services to partner firms; Providing financial information via a web site; Providing information in the field of financial stock and equity markets; Providing life insurance information
ADVISORY RESOURCE GROUP
ADVISORY RESOURCE GROUP
Service Mark
Word
REGISTERED
Owner:
Serial:98912173
Filed:Dec 19, 2024
Classes:36, 45
Registration:7932989
Registered:Sep 2, 2025
Goods & Services
Broker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternative ETFs, private equity and debt, structured finance products; Providing expert retirement solutions and support, namely, providing information and advice in the fields of finance, financial investments, and the financial aspects of retirement, investment management; financial retirement plan consulting services relating to fiduciary responsibilities, retirement plan design for compliance and ongoing management, assist with provider selection and management, fiduciary support, participant education, investment committee meetings; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals; GROUP
ADVISORY RESOURCE GROUP
ADVISORY RESOURCE GROUP
Service Mark
Word
REGISTERED
Owner:
Serial:98447210
Filed:Mar 13, 2024
Classes:35, 42
Registration:7682738
Registered:Feb 4, 2025
Goods & Services
Assistance, advisory support services and consultancy with regard to business planning, start-up business transition support services, business analysis, business management, business organization, marketing and customer analysis; Management consulting and advisory services in the areas of corporate growth strategy, innovation and growth processes, organizational transformation, and talent management and development strategies; Business management consulting and advisory services; Business consulting services for start-up companies; Business marketing consulting services including marketing consulting in the field of branding and website development being marketing via websites; Consulting services in business organization and management; Business brokerage services and related consulting pertaining to procurement, buying, selling, and tendering information and opportunities; Practice succession in the nature of business succession consulting and assistance; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals; "GROUP"; Website development for others; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals
ARG
ARG
Service Mark
Word
PENDING
Owner:
Serial:98440721
Filed:Mar 8, 2024
Classes:35, 36, 42
Goods & Services
Broker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternative ETFs, private equity and debt, structured finance products; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals; Assistance, advisory support services and consultancy with regard to business planning, start-up business transition support services, business analysis, business management, business organization, marketing and customer analysis; Management consulting and advisory services in the areas of corporate growth strategy, innovation and growth processes, organizational transformation, and talent management and development strategies; Business management consulting and advisory services; Business consulting services for start-up companies; Business marketing consulting services including marketing consulting in the field of branding and website development being marketing via websites; Consulting services in business organization and management; Business brokerage services and related consulting pertaining to procurement, buying, selling, and tendering information and opportunities; Practice succession in the nature of business succession consulting and assistance; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals; Website development for others; All of the aforementioned tailored for assisting and supporting the businesses financial advisors, wealth managers and insurance professionals
ARG ADVISORY RESOURCE GROUP LLC INDEPENDENT BY DESIGN, TOGETHER BY CHOICE.
Owner:
Serial:98440314
Filed:Mar 8, 2024
Classes:35
Goods & Services
Assistance, advisory support services and consultancy with regard to business planning, start-up business transition support services, business analysis, business management, business organization, marketing and customer analysis; Management consulting and advisory services in the areas of corporate growth strategy, innovation and growth processes, organizational transformation, and talent management and development strategies; Business management consulting and advisory services; Business consulting services for start-up companies; Business marketing consulting services including branding and website development; Consulting services in business organization and management; Broker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternatives, private equity and debt, structured products; Business brokerage services and related consulting pertaining to procurement, buying, selling, and tendering information and opportunities; Practice succession consulting and assistance; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals
INDEPENDENT BY DESIGN, TOGETHER BY CHOICE.
Owner:
Serial:98440632
Filed:Mar 8, 2024
Classes:35, 36, 42
Registration:7820720
Registered:Jun 3, 2025
Goods & Services
Broker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternative ETFs, private equity and debt, structured finance products; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals; Assistance, advisory support services and consultancy with regard to business planning, start-up business transition support services, business analysis, business management, business organization, marketing and customer analysis; Management consulting and advisory services in the areas of corporate growth strategy, innovation and growth processes, organizational transformation, and talent management and development strategies; Business management consulting and advisory services; Business consulting services for start-up companies; Business marketing consulting services including marketing consulting in the field of branding and website development being marketing via websites; Consulting services in business organization and management; Business brokerage services and related consulting pertaining to procurement, buying, selling, and tendering information and opportunities; Practice succession in the nature of business succession consulting and assistance; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals

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