NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
10/20/2025
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Official data from USPTO
WE PROMISE TO KNOW YOU AND HELP YOU.
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WE PROMISE TO KNOW YOU AND HELP YOU.
ST13
US500000087666873Class
35, 36, 41
Filing
87666873
Registration
5795204
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
47
Latest update
10/22/2025
Trademark type
Word
Nice classes
35, 36, 41
Filing date
10/31/2017
Registration date
07/02/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/20/2025
Last transaction
10/22/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2018-01-00
First use in commerce
2018-01-00
Drawing code
4
Owner type
16
Owner location
MINNEAPOLIS, MN
Examiner
JAGANNATHAN, SIDDHARTH
Current location
Historical data usage
Holders and representatives
Holders
CLA TRADEMARKS HOLDING COMPANY LLC
CliftonLarsonAllen, LLP
CliftonLarsonAllen, LLP
Representatives
Chad W. Swantz SUITER SWANTZ IP
Technical classification
Nice Classes
Class 35Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Accounting services for business; general financial ledgerbookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for regulatory compliance purposes; business assurance services for othersaccount and records auditingaccount reviewingcompilation of account information into computer databases for financial statementspreparation of prospective financial statementsinternal account auditing services and internal account control reviewingmonitoringreviewing and reporting controls put in place to prevent internal fraudfinancial statement analysis and accounting adviceattestation services in the nature of preparing reports regarding review of financial or business documentspolicies or procedures; business succession planning services; tax planning and tax compliance servicesmanagement of tax files; corporate business servicesconsultation regarding mergers and acquisitionsdivestiturescorporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgetsfinancial records managementeconomic forecastingcash flow forecastingbusiness strategic planning; international servicesaccount auditing and accounting bookkeeping servicestax planning and consulting in connection with regulatory compliance; tax servicestax consulting and tax preparation servicestax return preparationtrust tax preparation servicesstate and local tax consulting; consulting servicesbusiness consultation services in the field of E- Businesses; executive search services; outsourcing services; financial outsourcing servicesarranging service contracts for others in the field of fractional accounting and finance leadershipinterim 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 designadministration and audits of employee benefit plans concerning insurance and finance
Class 36
Financial asset management services; Financial administrationconsulting and investment consulting and advice in the field of employee financial benefit plans; estate planning services; financial planning services; insurance consulting serviceslife insurance policy reviewexecutive long-term care insurance planningqualified retirement plan planningsupplemental disability insurance planningnon-qualified deferred compensation plan planning and administration; retirement planning servicesfinancial planning for retirement; financial forecasting in the field of cash flow; international corporate financial planning services; financial valuation of personal propertyestate valuation; personal property valuation services in the field of bankruptcy; valuation servicesvaluation of intellectual property and intangible assetsestate valuationshealth care valuationsshareholder valuationssecurities valuationspersonal property valuations; real estate consultationconsultation with respect to real estate acquisitiondivestituresmanagement and processesreal estate loan financingreal estate appraisal; financial risk management services; financial consulting servicesproviding 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
Class 41
Training in the use and operation of computer hardware and software; education servicesconducting coursesseminarsconferencesworkshops and classes in the field of accountingauditingtaxmanagement consultingbusinessfinancial management and analysisinformation technology and online business activities and operations and developing and distributing educational materials in connection therewith
Publications
History of USPTO decisions and trademark events.
47 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
10/20/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/20/2025
E815
TEAS SECTION 8 & 15 RECEIVED
06/20/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/02/2024
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
02/21/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/21/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/21/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/21/2024
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
07/27/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05/20/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/20/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/20/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/20/2022
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
05/20/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/05/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/05/2021
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
11/05/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/05/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/05/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/05/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
07/02/2019
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
05/28/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/27/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/22/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/21/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/21/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/20/2018
GNRT
NON-FINAL ACTION E-MAILED
12/20/2018
CNRT
SU - NON-FINAL ACTION - WRITTEN
12/20/2018
SUPC
STATEMENT OF USE PROCESSING COMPLETE
12/04/2018
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
12/04/2018
IUAF
USE AMENDMENT FILED
11/20/2018
EISU
TEAS STATEMENT OF USE RECEIVED
11/20/2018
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
05/22/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/27/2018
PUBO
PUBLISHED FOR OPPOSITION
03/27/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/07/2018
ALIE
ASSIGNED TO LIE
02/22/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/12/2018
XAEC
EXAMINER'S AMENDMENT ENTERED
02/12/2018
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/12/2018
GNEA
EXAMINERS AMENDMENT E-MAILED
02/12/2018
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/12/2018
DOCK
ASSIGNED TO EXAMINER
02/09/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/08/2017
NWAP
NEW APPLICATION ENTERED
11/03/2017
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