USPTO serial 97978793
CLA
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 22, 2025
- Examiner
- FAUCETTE, MAX CLIFFORD STE
- Law office
- FILE REPOSITORY (FRANCONIA)
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.
Need help with CLA?
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.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
CLA Trademarks Holding Company LLC
Minneapolis, MN
Other trademarks owned by CLA Trademarks Holding Company LLC
CLA Trademarks Holding Company LLC
Minneapolis, MN
Other trademarks owned by CLA Trademarks Holding Company LLC
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 |
|---|---|---|---|
| 009 | 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 | ACTIVE | — |
| 035 | Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for others; business assurance services for others, namely, account and business records auditing, 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, namely, monitoring, reviewing and reporting controls to prevent internal accounting fraud, financial statement analysis and accounting advice, and attestation services in the nature of 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 risks | ACTIVE | Jan 2, 2012 |
| 036 | Financial 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 consultation | ACTIVE | Jan 2, 2012 |
| 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 | Jan 2, 2012 |
| 042 | 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; 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 others | ACTIVE | Jan 2, 2012 |
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 CLA Trademarks Holding Company LLC
- Other trademarks owned by CLA Trademarks Holding Company LLC
- Other trademarks owned by CLA Trademarks Holding Company LLC
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named CLA
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 22, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Apr 22, 2025 | 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. |
| Mar 4, 2025 | 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 4, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 26, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 10, 2025 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 7, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 25, 2024 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Sep 6, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 6, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 20, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 20, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 5, 2024 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Jun 5, 2024 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Jun 5, 2024 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Jun 5, 2024 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Jun 5, 2024 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| May 16, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 16, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 16, 2024 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Feb 28, 2024 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Feb 28, 2024 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| 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 | — |
| Dec 6, 2023 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Dec 5, 2023 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Dec 5, 2023 | GNFR | FINAL REFUSAL E-MAILED | A 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. |
| Dec 5, 2023 | CNFR | FINAL REFUSAL WRITTEN | A 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. |
| Dec 5, 2023 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Dec 5, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 13, 2023 | ALIE | ASSIGNED TO LIE | — |
| Jun 8, 2023 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Jun 8, 2023 | 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. |
| Jun 8, 2023 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Mar 16, 2023 | 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. |
| Mar 16, 2023 | 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. |
| Mar 16, 2023 | CNRT | 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. |
| Mar 9, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 14, 2022 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jul 13, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 28, 2022 | NWAP | NEW APPLICATION ENTERED | — |