Drawing for CLA

USPTO serial 90642163

CLA

Reviewed by CopyMark Law Group

Reg. 7045724Status 700Registered
Filing date
Status date
Registration date
May 9, 2023
Examiner
MCBRIDE, CAMERON L
Law office
PUBLICATION AND ISSUE SECTION

What this means

Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.

Status 700: Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six.

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If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.

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File a new U.S. trademark application, or speak with our attorneys.

Owner

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 pc llo14301 FNB Pkwy, Ste 220Omaha, NE 68154United States

Goods and services

ClassDescriptionStatusFirst use
009Downloadable 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 calculatorACTIVEMay 31, 2021
016Printed materials, namely, newsletters, reports, guides and manuals in the field of accounting, auditing, tax, business, financial management and analysisACTIVEMay 31, 2021
035Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for others for the purpose of accounting and business records auditing; account and business records auditing, and accountancy, namely, reviewing of accounts, and compilation of account information and computer databases for preparing financial statements, preparation of prospective financial statements, internal account auditing services and internal account control reviewing which includes the monitoring, reviewing and reporting controls to prevent internal accounting fraud, financial statement analysis and accounting advice also includes preparing business 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 tax 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; 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 temporary personnel for assistance and project management; vendor management services for selecting vendors for clients, managing and monitoring vendor-client relationships, and assessing vendor risksACTIVEMay 31, 2021
036Financial investment services, namely, asset management services; administration, consulting and investment consulting and advice regarding employee financial benefits; 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, business 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; design, administration and audits of employee benefit plans concerning insurance and financial services; insurance consultationACTIVEMay 31, 2021
041Training 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 therewithACTIVEMay 31, 2021
042Consulting 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; computer network technical support services, namely, performing computer network systems monitoring, computer network system audits, computer network system inventory, regularly scheduled computer network system maintenance; 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 of othersACTIVEMay 31, 2021
045Litigation support services, namely, legal discovery and pre-trial analysis, and expert witness services in legal matters in the fields of litigation or forensic investigationsACTIVEMay 31, 2021

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.

Prosecution history

DateCodeEventWhat it means
Feb 21, 2024EWAFTEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS—
Feb 21, 2024TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Feb 21, 2024ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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, 2024REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
May 9, 2023R.PRREGISTERED-PRINCIPAL REGISTERYour 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 9, 2023NRCCNOTICE OF REGISTRATION CONFIRMATION EMAILED—
Feb 21, 2023NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Feb 21, 2023PUBOPUBLISHED FOR OPPOSITIONYour 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.
Feb 1, 2023NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Jan 17, 2023CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Dec 28, 2022TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Dec 28, 2022CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Dec 28, 2022ERFRTEAS REQUEST FOR RECONSIDERATION RECEIVED—
Jul 27, 2022ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Jul 12, 2022AAUANOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED—
Jul 11, 2022GNFNNOTIFICATION OF FINAL REFUSAL EMAILED—
Jul 11, 2022GNFRFINAL REFUSAL E-MAILEDA final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon.
Jul 11, 2022CNFRFINAL REFUSAL WRITTENA final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon.
Jul 11, 2022IUAAUSE AMENDMENT ACCEPTED—
Jun 25, 2022AUPCAMENDMENT TO USE PROCESSING COMPLETE—
Jun 25, 2022IUAFUSE AMENDMENT FILED—
Jun 24, 2022EAAUTEAS AMENDMENT OF USE RECEIVED—
Jun 10, 2022TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Jun 9, 2022CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Jun 9, 2022TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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, 2022CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
May 20, 2022TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
May 20, 2022ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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, 2022REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
May 20, 2022COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Dec 10, 2021GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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 10, 2021GNRTNON-FINAL ACTION E-MAILEDA 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 10, 2021CNRTNON-FINAL ACTION WRITTENA 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 3, 2021DOCKASSIGNED TO EXAMINER—
Nov 5, 2021TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Nov 5, 2021EWAFTEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS—
Nov 5, 2021ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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, 2021REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jul 21, 2021MDSMNOTICE OF DESIGN SEARCH CODE E-MAILED—
Jul 20, 2021NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Apr 16, 2021NWAPNEW APPLICATION ENTERED—

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