USPTO serial 87666873
WE PROMISE TO KNOW YOU AND HELP YOU.
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 2, 2019
- Examiner
- JAGANNATHAN, SIDDHARTH
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
Minneapolis, MN
Minneapolis, MN
MINNEAPOLIS, MN
CLA TRADEMARKS HOLDING COMPANY LLC
MINNEAPOLIS, MN
Other trademarks owned by CLA TRADEMARKS HOLDING COMPANY LLC
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Chad W. Swantz
Chad W. Swantz SUITER SWANTZ IP14301 FNB Pkwy, Ste 220Omaha, NE 68154United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | 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 | ACTIVE | — |
| 036 | 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 | ACTIVE | — |
| 041 | 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 | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by CliftonLarsonAllen, LLP
- Other trademarks owned by CliftonLarsonAllen, LLP
- Other trademarks owned by CliftonLarsonAllen, LLP
- Other trademarks owned by CLA TRADEMARKS HOLDING COMPANY LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named WE PROMISE TO KNOW YOU AND HELP YOU.
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 20, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 20, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 20, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 20, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 2, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 21, 2024 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Feb 21, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 21, 2024 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 21, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 27, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| May 20, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 20, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 20, 2022 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 20, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 20, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 5, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 5, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 5, 2021 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Nov 5, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Nov 5, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 5, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 2, 2019 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| May 28, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| May 27, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 22, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 21, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 21, 2019 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 20, 2018 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 20, 2018 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 20, 2018 | CNRT | SU - NON-FINAL ACTION - WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 4, 2018 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 4, 2018 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 20, 2018 | IUAF | USE AMENDMENT FILED | — |
| Nov 20, 2018 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| May 22, 2018 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Mar 27, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 27, 2018 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Mar 7, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 22, 2018 | ALIE | ASSIGNED TO LIE | — |
| Feb 12, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 12, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 12, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 12, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 12, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 9, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 8, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 3, 2017 | NWAP | NEW APPLICATION ENTERED | — |