| Serial Number | 87666873 |
| Word Mark | WE PROMISE TO KNOW YOU AND HELP YOU. |
| Filing Date | Tuesday, October 31, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 2, 2019 |
| Registration Number | 5795204 |
| Registration Date | Tuesday, July 2, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 27, 2018 |
| 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 | Financial asset management services; Financial 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; personal property valuation services in the field of bankruptcy; valuation services, namely, valuation of intellectual property and intangible assets, 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 financial planning utilizing a 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; insurance consultation |
| 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 into 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 preparing 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 consulting; consulting services, namely, business consultation services in the field of E- Businesses; 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 temporary personnel for customized accounting solutions and project management; business appraisal services including for bankruptcy purposes; tax assessment; business consultancy in the fields of design, administration and audits of employee benefit plans concerning insurance and finance |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, November 8, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, December 31, 2017 |
| First Use In Commerce Date | Sunday, December 31, 2017 |
| 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 | Wednesday, November 8, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, December 31, 2017 |
| First Use In Commerce Date | Sunday, December 31, 2017 |
| 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 | Wednesday, November 8, 2017 |
| Primary Code | 041 |
| First Use Anywhere Date | Sunday, December 31, 2017 |
| First Use In Commerce Date | Sunday, December 31, 2017 |
| 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 |
| Monday, February 12, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, November 3, 2017 | NEW APPLICATION ENTERED |
| Wednesday, November 8, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 9, 2018 | ASSIGNED TO EXAMINER |
| Monday, February 12, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, February 12, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Monday, February 12, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Monday, February 12, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, November 20, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, February 22, 2018 | ASSIGNED TO LIE |
| Wednesday, March 7, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 27, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 27, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 22, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, December 20, 2018 | NON-FINAL ACTION E-MAILED |
| Thursday, December 20, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 20, 2018 | USE AMENDMENT FILED |
| Tuesday, December 4, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, December 4, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, December 20, 2018 | SU - NON-FINAL ACTION - WRITTEN |
| Tuesday, May 21, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, May 21, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 22, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, May 27, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, May 28, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 2, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Friday, November 5, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, November 5, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, November 5, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, November 5, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, November 5, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, November 5, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, May 20, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, May 20, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, May 20, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 21, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, February 21, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, February 21, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 21, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, July 2, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, July 27, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, May 20, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, May 20, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |