| Serial Number | 86721261 |
| Word Mark | CLIFTONLARSONALLEN |
| Filing Date | Tuesday, August 11, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, July 18, 2023 |
| Registration Number | 5126771 |
| Registration Date | Tuesday, January 24, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 8, 2016 |
| Goods and Services | Training in the use and operation of computer hardware and software; education services, namely, conducting courses, seminars, conferences, workshops and classes in the field of accounting, auditing, tax, management consulting, business, financial management and analysis, information technology and online business activities and operations and developing and distributing educational materials in connection therewith |
| Goods and Services | Downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; downloadable customized software program, namely, a value added analysis calculator |
| Goods and Services | Printed materials, namely, newsletters, reports, guides and manuals in the field of accounting, auditing, tax, business, financial management and analysis |
| Goods and Services | Installation of computer hardware and computer systems |
| Pseudo Mark | CLIFTON LARSON ALLEN |
| Goods and Services | Financial services, namely, asset management services; administration, consulting and investment consulting and advice in the field of employee financial benefit plans; estate planning services; financial planning services; insurance consulting services, namely, life insurance policy review, executive long-term care insurance planning, qualified retirement plan planning, supplemental disability insurance planning, non-qualified deferred compensation plan planning and administration; retirement planning services, namely, financial planning for retirement; financial forecasting in the field of cash flow; international corporate financial planning services; financial valuation of personal property, namely, estate valuation; business and property valuation services in the field of bankruptcy; valuation services, namely, valuation of intellectual property and intangible assets, business financial valuations, tax valuations, estate valuations, health care valuations, shareholder valuations, and securities valuations, and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; financial risk management services; financial consulting services, namely, providing a financial planning process which identifies and models the financial impacts of an organization's key business performance drivers and provides financial performance projections assuming various combinations of success related to the key business performance drivers; business consultancy in the fields of design, administration and audits of employee benefit plans concerning insurance and financial services |
| Goods and Services | Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for regulatory compliance purposes; business assurance services for others, namely, account and records auditing, account reviewing, and compilation of account information and computer databases for financial statements, preparation of prospective financial statements, internal account auditing services and internal account control reviewing, namely, monitoring, reviewing and reporting controls put in place to prevent internal fraud, financial statement analysis and accounting advice, and attestation services in the nature of reports regarding review of financial or business documents, policies or procedures; business succession planning services; tax planning and tax compliance services, namely, management of tax files; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting, and cash flow forecasting, and business strategic planning; international services, namely, account auditing and accounting bookkeeping services, tax planning and consulting in connection with regulatory compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation, trust tax preparation services, and state and local tax (SALT) consulting; consulting services, namely, business consultation services in the field of E- Businesses; insurance consultation; executive search services; outsourcing services; financial outsourcing services, namely, arranging service contracts for others in the field of fractional accounting and finance leadership, interim accounting and finance executive services; providing customized accounting solutions, namely, providing personnel for temporary assistance and project management |
| Goods and Services | Providing fraud investigation services in the field of accounting, auditing, tax and business management; expert witness services in legal matters in the fields of accounting, auditing, tax and business management and investigations of financial documents, identifying assets, tracking and tracing of funds between accounts; litigation support services, namely, legal discovery and pre-trial analysis of documents, data and files and expert witness services in legal matters in the fields of litigation and forensic investigations |
| Goods and Services | Consulting services regarding accounting software selection, and implementation of accounting software; technology consulting services in the field of technology planning regarding computers, software, office equipment, communications equipment, and networks; consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others; consultation regarding business software and computer networks; installation of computer software; litigation support services; providing temporary use of an on-line non-downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; managed service provider (MSP) services, namely, remote management of IT systems |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 14, 2015 |
| Primary Code | 009 |
| First Use Anywhere Date | Saturday, June 30, 2012 |
| First Use In Commerce Date | Saturday, June 30, 2012 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 14, 2015 |
| Primary Code | 016 |
| First Use Anywhere Date | Monday, January 2, 2012 |
| First Use In Commerce Date | Monday, January 2, 2012 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 14, 2015 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, January 2, 2012 |
| First Use In Commerce Date | Monday, January 2, 2012 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 14, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 2, 2012 |
| First Use In Commerce Date | Monday, January 2, 2012 |
| International Class | 037 - Building construction; repair; installation services. |
| US Class Codes | 100, 103, 106 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 14, 2015 |
| Primary Code | 037 |
| First Use Anywhere Date | Monday, January 2, 2012 |
| First Use In Commerce Date | Monday, January 2, 2012 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 14, 2015 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, January 2, 2012 |
| First Use In Commerce Date | Monday, January 2, 2012 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 14, 2015 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, January 2, 2012 |
| First Use In Commerce Date | Monday, January 2, 2012 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 14, 2015 |
| Primary Code | 045 |
| First Use Anywhere Date | Monday, January 2, 2012 |
| First Use In Commerce Date | Monday, January 2, 2012 |
| Party Name | CLA TRADEMARKS HOLDING COMPANY LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | MINNEAPOLIS, MN 55402 |
| Party Name | CliftonLarsonAllen, LLP |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | MINNEAPOLIS, MN 55402 |
| Party Name | CliftonLarsonAllen, LLP |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Minneapolis, MN 554021926 |
| Party Name | CliftonLarsonAllen, LLP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Minneapolis, MN 554021926 |
| Event Date | Event Description |
| Wednesday, February 21, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, February 21, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, February 21, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 21, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, July 18, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, July 18, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, July 18, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, January 23, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, July 27, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, May 20, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, May 20, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, May 20, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, May 20, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, May 20, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, January 24, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, November 5, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, November 5, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, November 5, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, November 5, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, November 5, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, November 5, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, January 24, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 8, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 8, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 19, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, October 5, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Sunday, October 2, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, September 30, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, September 29, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 29, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 23, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 23, 2016 | NON-FINAL ACTION E-MAILED |
| Thursday, June 23, 2016 | NON-FINAL ACTION WRITTEN |
| Tuesday, June 7, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, June 7, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 3, 2016 | ASSIGNED TO LIE |
| Monday, May 23, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 24, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 24, 2015 | NON-FINAL ACTION E-MAILED |
| Tuesday, November 24, 2015 | NON-FINAL ACTION WRITTEN |
| Monday, November 23, 2015 | ASSIGNED TO EXAMINER |
| Saturday, August 15, 2015 | NOTICE OF PSEUDO MARK E-MAILED |
| Friday, August 14, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 14, 2015 | NEW APPLICATION ENTERED |