CLIFTONLARSONALLEN - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 86721261
Serial Number
86721261
Registration Number
5126771
Word Mark
CLIFTONLARSONALLEN
Status
700 - Registered
Status Date
2017-01-24
Filing Date
2015-08-11
Registration Number
5126771
Registration Date
2017-01-24
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2016-11-08
Attorney Name
Law Office Assigned Location Code
L80
Employee Name
DAWE III, WILLIAM H
Statements
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
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
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
Installation of computer hardware and computer systems
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
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
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
Pseudo Mark
CLIFTON LARSON ALLEN
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; 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. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; 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
2015-08-14
Primary Code
009
First Use Anywhere Date
2012-07-00
First Use In Commerce Date
2012-07-00
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); playing cards; printers' type; printing blocks. - 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); playing cards; printers' type; printing blocks.
US Class Codes
002, 005, 022, 023, 029, 037, 038, 050
Class Status Code
6 - Active
Class Status Date
2015-08-14
Primary Code
016
First Use Anywhere Date
2012-01-02
First Use In Commerce Date
2012-01-02
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-08-14
Primary Code
035
First Use Anywhere Date
2012-01-02
First Use In Commerce Date
2012-01-02
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-08-14
Primary Code
036
First Use Anywhere Date
2012-01-02
First Use In Commerce Date
2012-01-02
International Class
037 - Building construction; repair; installation services. - Building construction; repair; installation services.
US Class Codes
100, 103, 106
Class Status Code
6 - Active
Class Status Date
2015-08-14
Primary Code
037
First Use Anywhere Date
2012-01-02
First Use In Commerce Date
2012-01-02
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2015-08-14
Primary Code
041
First Use Anywhere Date
2012-01-02
First Use In Commerce Date
2012-01-02
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; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2015-08-14
Primary Code
042
First Use Anywhere Date
2012-01-02
First Use In Commerce Date
2012-01-02
International Class
045 - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals. - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2015-08-14
Primary Code
045
First Use Anywhere Date
2012-01-02
First Use In Commerce Date
2012-01-02
Current Trademark Owners
Party Type
30 - Original Registrant
Address
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Trademark Owner History
Party Type
30 - Original Registrant
Address
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Party Type
20 - Owner at Publication
Address
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Party Type
10 - Original Applicant
Address
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Correspondences
Name
Garrett Weber, Esq.
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration3067597
Trademark Events
Event DateEvent Description
2015-08-14NEW APPLICATION ENTERED IN TRAM
2015-08-14NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2015-08-15NOTICE OF PSEUDO MARK E-MAILED
2015-11-23ASSIGNED TO EXAMINER
2015-11-24NON-FINAL ACTION WRITTEN
2015-11-24NON-FINAL ACTION E-MAILED
2015-11-24NOTIFICATION OF NON-FINAL ACTION E-MAILED
2016-05-23TEAS RESPONSE TO OFFICE ACTION RECEIVED
2016-06-03ASSIGNED TO LIE
2016-06-07CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-06-07TEAS/EMAIL CORRESPONDENCE ENTERED
2016-06-23NON-FINAL ACTION WRITTEN
2016-06-23NON-FINAL ACTION E-MAILED
2016-06-23NOTIFICATION OF NON-FINAL ACTION E-MAILED
2016-09-29TEAS RESPONSE TO OFFICE ACTION RECEIVED
2016-09-29CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-09-30TEAS/EMAIL CORRESPONDENCE ENTERED
2016-10-02APPROVED FOR PUB - PRINCIPAL REGISTER
2016-10-05LAW OFFICE PUBLICATION REVIEW COMPLETED
2016-10-19NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2016-11-08PUBLISHED FOR OPPOSITION
2016-11-08OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2017-01-24REGISTERED-PRINCIPAL REGISTER
2021-11-05TEAS CHANGE OF OWNER ADDRESS RECEIVED
2021-11-05TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-11-05ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-11-05TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
2021-11-05TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-11-05APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2022-01-24COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED