Académique Documents
Professionnel Documents
Culture Documents
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A Professional Corporation
Redwood City
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CASE NO.
Plaintiff,
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v.
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Defendants.
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Plaintiff ALLIED LOMAR, INC. (Plaintiff), for its Complaint for Trademark
Infringement alleges as follows against Defendant LONE STAR DISTILLERY, LLC, dba
Garrison Brothers Distillery, and DOES 1-10 (collectively, Defendants):
INTRODUCTION
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RC1/7533355.1/RS
competition laws (15 U.S.C. 1114 et seq., and 1125 et seq.), as the result of Defendants
willful and unauthorized use of Plaintiffs registered trademark and trade name, as more fully set
forth herein. Plaintiff seeks injunctive relief restraining Defendants infringement of Plaintiffs
trademarks and trade names, as well as damages that are the direct and proximate result of the
accounting, the imposition of a constructive trust upon Defendants illegal profits, and other
relief.
A Professional Corporation
Redwood City
THE PARTIES
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under the laws of California with a principal place of business at 1199 Howard Ave., Suite 350,
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Burlingame, California 94010. Plaintiff is in the business of selling, marketing, and distributing
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distilled spirits, including bourbon whiskey under the federally registered trademark COWBOY
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LITTLE BARREL.
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Upon information and belief, Lone Star Distillery, LLC, dba Garrison Brothers
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Distillery, is a company organized an existing under the laws of Texas, with a principal place of
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business at 1827 Hye Albert Rd., Hye, Texas 78635, and a post office box address of P.O.Box
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otherwise, of Defendants DOES 1 through 10, inclusive, are unknown to Plaintiff, who therefore
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sues said Defendants by such fictitious names. Plaintiff will seek leave of the Court to amend this
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Plaintiff is informed and believes, and upon such information and belief alleges,
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that at all times herein mentioned Defendant DOES 1 through 10, inclusive, were the agents,
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and each Defendant has ratified, adopted or approved the acts or omissions hereinafter set forth of
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the remaining Defendants. Plaintiff is further informed and believes, and upon such information
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and belief alleges, that each of these fictitiously named Defendants is responsible in some manner
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involved in the distilling, distribution, marketing and/or sales of distilled spirits, including
whiskey marketed and sold using the unregistered name COWBOY BOURBON, with an
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online and through their website and have marketed, advertised, and/or offered for sale their
A Professional Corporation
Redwood City
Upon information and belief, Defendants advertise and market their whiskey
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Ropers Majeski Kohn & Bentley
This Court has subject matter jurisdiction under 15 U.S.C. 1121 and 28 U.S.C.
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1338(a), in that this case arises under the trademark laws of the United States. Specifically, this
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is an action for federal trademark infringement arising under Section 32 of the Lanham Act,
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15 U.S.C. 1114 et seq.; federal and common law infringement and unfair competition because
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of false advertising and false designation of origin under Section 43(a) of the Lanham Act,
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15 U.S.C. 1125(a); and for related claims of common law trademark infringement and California
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unfair competition, false advertising, and dilution. The Court has jurisdiction over the subject
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matter of the related unfair competition claims pursuant to 28 U.S.C. 1338(b) because those
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claims are joined with substantial and related claims brought under the trademark laws.
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This Court has personal jurisdiction over Defendants, and venue is proper in this
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Judicial District pursuant to 28 U.S.C. l391(b) because, inter alia, (a) Defendants and/or their
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agents, are doing business in this District and operating an interactive website; and (b) events
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giving rise to this lawsuit, as well as substantial injury to Plaintiff, have occurred or will occur in
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interstate commerce, in the State of California, and in the Northern District of California as a
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result of Defendants violations of the asserted trademark as alleged in detail below. Defendants
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and/or their agents have purposefully availed themselves of the opportunity to conduct
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commercial activities in this forum. For example, Defendants advertise their COWBOY
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BOURBON for sale to retail stores and restaurants, bars, and hotels in the state of California.
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Defendants conduct commercial activities in this District, and pursuant to 28 U.S.C. 1391(c) as
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Defendants are corporations and are deemed to reside in any judicial district in which it is subject
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A.
Plaintiff owns a valid federally registered trademark for the word mark
"COWBOY LITTLE BARREL" in International Class 033 for Bourbon Whiskey. U.S.
Registration No. 2777811 was filed on February 8, 2001, and registered on October 28, 2003,
with a first use in commerce at least as early as August 31, 1995. [EXHIBIT 1]
A Professional Corporation
Redwood City
FACTS
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subsisting, and conclusive evidence of the validity of the mark, Plaintiffs ownership of the mark,
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and Plaintiffs exclusive right to use the mark COWBOY LITTLE BARREL in commerce on
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mark and a stylized logo in its advertising and sale of bourbon whiskey and has used the mark in
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emphasize the word COWBOY in commerce as a word mark and a stylized logo in its
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advertising and sale of bourbon whiskey. Plaintiffs labels depict a silhouette of a cowboy on a
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horse above the word COWBOY. Below are three images of Plaintiffs COWBOY LITTLE
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BARREL mark used on bottles of bourbon. These images are from specimens filed with the
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USPTO related to U.S. Registration No. 2777811, each of which shows the word COWBOY in
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A Professional Corporation
Redwood City
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Code of Federal Regulations on Labeling and Advertising of Distilled Spirits. Title 27 CFR,
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Part 5. According to Title 27 CFR, Part 5(c), specifically Section 5.22, there are several different
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types of whiskey, including, bourbon whisky, rye whisky, wheat whisky, malt
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whisky, rye malt whisky, corn whisky, spirit whisky, light whisky, Scotch whisky,
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Irish whisky, and Canadian whisky. The word COWBOY is not defined in Section 5.22.
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The word COWBOY does not describe any particular type or attribute of whiskey. Rather,
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plaintiffs use of the word COWBOY as a brand refers consumers to Plaintiff as the source.
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B.
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Plaintiff has a long history of using the marks COWBOY and COWBOY
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result, consumers associate the marks COWBOY and COWBOY LITTLE BARREL, when
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Plaintiff, while based in California, has offered for sale, advertised, and sold its
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RC1/7533355.1/RS
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COWBOY and COWBOY LITTLE BARREL out of its California offices since at least as
early as 1995.
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involved in the distilling, distribution, marketing and/or sales of a bourbon whiskey marketed and
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A Professional Corporation
Redwood City
Plaintiff has offered for sale, advertised, and sold whiskey under the trade names
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Upon information and belief, Defendants advertise and market their whiskey
online and through their respective websites and have marketed, sold, and/or distributed their
products in at least several states throughout the United States, including COWBOY BOURBON.
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Defendants use of the mark emphasizes the word COWBOY which is in all-
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capital letters and large font above the descriptive word BOURBON. Defendants label also
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states Limited Production Hand Crafted Bourbon. Below are images of Defendants
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Plaintiff is informed and believes, and upon that basis alleges, that beginning at a
time unknown, but after Plaintiff's first use in commerce and continuing to the present,
Defendants actively engaged in the illegal and unlawful business of advertising, distributing,
and/or selling a deceptively confusing product line related to distilled spirits, namely bourbon
whiskey, including use of Plaintiffs COWBOY trademark and trade name, or imitation thereof.
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A Professional Corporation
Redwood City
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date and time, and, upon information and belief, began after February 20, 2012. On February 20,
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2012, Defendant filed a trademark application for the mark COWBOY BOURBON in
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International Class 33 for Whiskey (US Serial No. 85544721). The application was filed as an
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intent-to-use application under 1(b). Upon information and belief, Defendants have not filed a
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Statement of Use or specimen showing use of the mark. Defendants disclaimed the word
A Professional Corporation
Redwood City
On, June 29, 2012, the Trademark Examiner refused registration of the applied-
for Defendants trademark application based a likelihood of confusion with Plaintiffs mark
COWBOY LITTLE BARREL (U.S. Registration No. 2777811). The Examiner stated that
The term COWBOY is the dominant feature in both of the marks. The application is currently
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Ropers Majeski Kohn & Bentley
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sell its products, namely whiskey, with the deceptively similar "COWBOY" and "COWBOY
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BOURBON" marks in interstate commerce in several states including California and on the
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internet among other locations, and specifically through the website www.garrisonbros.com.
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With respect to the State of California, Defendants have specifically targeted liquor stores, bars,
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website, that states, We are happy to report that Garrison Brothers Texas Straight Bourbon
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Whiskey is available statewide in Texas. Due to its increasing popularity, well soon be
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distributing our bourbon in New York, Colorado, Arizona, Louisiana, California and Florida. If
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you own a liquor store, bar, restaurant or hotel in these states, we want to talk to you. Consistent
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with that advertisement, Defendants website also lists the State of California as Coming Soon
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shorthand for "COWBOY BOURBON," which is evidence that the word "COWBOY" is the
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Defendants website indicates that The Cowboy was first sold or distributed in
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April of 2013, and expected to retail at $159.99 to $169.99. (The Cowboy - April of 2013 was
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bittersweet in Hye, Texas. A distributors truck arrived and hauled off an amazing little bourbon.
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Upon information and belief, Defendants emphasize the "COWBOY" word and
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advertising and on the labels of Defendants whiskey products, displaying the word "COWBOY"
Defendants and Plaintiff are in the same industry, alcohol and specifically
distilled spirits, and sell the same products, specifically whiskey and bourbon whiskey to the
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A Professional Corporation
Redwood City
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products in the same or similar trade channels, including at retail store locations specifically
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tailored to limited production, rare, hand crafted, craft, small batch, and/or little barrel distilled
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other imitations thereof are confusingly similar to Plaintiffs federally registered COWBOY
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LITTLE BARREL trademark for bourbon whiskey and Plaintiffs state and common law
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other variations is in direct competition with Plaintiff's COWBOY LITTLE BARREL and
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other variations thereof in the alcohol and distilled spirits industry and related industries has
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caused actual confusion and/or is likely to cause confusion as to source, sponsorship, and/or
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affiliation in relation to Plaintiff's COWBOY LITTLE BARREL and COWBOY marks and
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trade names.
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35.
Plaintiff is informed and believes, and thereon alleges, that Defendants will
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continue to use the COWBOY and "COWBOY BOURBON" marks unless enjoined from its
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use. Thus, Defendants use of the COWBOY and "COWBOY BOURBON" marks will
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continue to harm Plaintiffs goodwill and will continue to dilute Plaintiffs mark and trademark
A Professional Corporation
Redwood City
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whiskey product has caused and/or will cause Plaintiff immediate and irreparable harm. Upon
information and belief, the distilled beverage market is comprised of many small manufacturers
(Plaintiff and Defendants included), and a small number of large distributors. Upon information
and belief, large distributors are extremely hesitant and/or completely unwilling to adopt and
advertise a small brand if there is a potential of confusion over the brands name with similar
and/or competitive products. Upon information and belief, Plaintiff has been and will continue to
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be unable to be adopted and marketed by one of the large distributors because of Defendants
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Unless restrained and enjoined, Defendants will continue to engage in the acts
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complained of herein and expand its use of Plaintiff's marks and trade name, causing irreparable
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damage to Plaintiff. Plaintiff's remedy at law is not adequate to compensate Plaintiff' for all the
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Defendants are not affiliated with Plaintiff. Defendants use of the COWBOY
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Plaintiff realleges each and every allegation set forth in Paragraphs 1 through 39
As set forth above, Plaintiff is the owner of the registered trademark for the
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Plaintiff word mark identified above. Plaintiff has used its marks continuously in commerce for
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each of its products, including those described above, and said marks identify the goods and
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services of Plaintiff, only, and distinguishes those products because of their long use by Plaintiff
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and its affiliation with the other partner companies that are authorized to advertise, distribute
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RC1/7533355.1/RS
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of each and every product sold under the COWBOY and "COWBOY BOURBON" marks that
are confusingly similar and almost identical to Plaintiff's "COWBOY LITTLE BARREL" marks.
Whether imitation, or confusingly similar and deceptive, the infringing products that Defendants
have and are continuing to create, use, offer, advertise, distribute and/or sell under the
COWBOY and "COWBOY BOURBON" marks are so similar to genuine products bearing
Plaintiff's "COWBOY LITTLE BARREL" marks that they cause actual confusion and/or are
likely to cause confusion and mistake as to the source of the product and/or ownership,
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A Professional Corporation
Redwood City
violation of the Lanham Act, including, but not limited to, 15 U.S.C. 1114(a).
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advertised, marketed and/or distributed its infringing products with the knowledge of Plaintiff 's
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registered trademark and trade name and with willful and calculated purposes of (a) misleading,
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deceiving or confusing customers and the public as to the origin of the infringing
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products/materials and (b) trading upon Plaintiff's business reputation and goodwill. At a
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minimum, Defendants acted with knowledge and reckless disregard of Plaintiff's registered and
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trademark infringement. Plaintiff has suffered, and will continue to suffer, losses, including, but
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not limited to, damage to its business reputation and goodwill. Plaintiff is entitled to recover
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damages, which include its losses and all profits Defendants have made as a result of its wrongful
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has no adequate remedy at law as Defendants continue to develop, advertise and/or sell their
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products to the same or similar consumers as Plaintiff as well as through the same channels,
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including the Internet and distributors. On information and belief, Plaintiff cannot get into larger
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and belief and thereon alleged, Defendants may expand their COWBOY and "COWBOY
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BOURBON" product lines. Lastly, Plaintiff is entitled to injunctive relief as its business
reputation and goodwill will be irreparably harmed if Defendants wrongful activities continue
and consumers and/or potential consumers and the public are confused and/or are likely to
become further confused, mistaken or deceived as to the source, origin or authenticity of the
infringing materials.
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15 U.S.C. 1117.
WHEREFORE, Plaintiff prays for judgment, damages and injunctive relief against
Defendants as set forth below.
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A Professional Corporation
Redwood City
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Plaintiff is also entitled to recover its attorneys fees and costs of suit pursuant to
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Plaintiff realleges each and every allegation set forth in Paragraphs 1 through
Because Plaintiff advertises, markets, distributes, and sells its products under the
trademark described in this Complaint, this trademark is the means by which Plaintiff's products
and materials are distinguished from the products and materials of others in the same or related
fields.
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Due to Plaintiff's long, continuous, and exclusive use of the trademarks, the
COWBOY and "COWBOY LITTLE BARREL" marks have come to mean, and are understood
by customers and the public, to signify products and services and materials of Plaintiff,
particularly when used related to spirits, including whiskey and bourbon.
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Plaintiff has designed and used, and continues to use, its mark, distinctive logos
with the Plaintiff's name, displays, advertising, and packaging for its products and materials just
for this purpose.
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distribution, and/or sale of products bearing Plaintiff's marks, as well as Plaintiff's name, and/or
imitations of said marks that are virtually indistinguishable from Plaintiff's mark, in connection
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engaged in such wrongful conduct with the willful purpose of misleading, deceiving, or confusing
customers and the public as to the origin and authenticity of the products offered, marketed,
distributed, and/or sold in connection with Plaintiff's marks, name, and imitation visual materials
and design and is and trading upon Plaintiff's business reputation and goodwill.
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misleading description, and (c) false or misleading representation that the imitation COWBOY
LITTLE BARREL" products, originate from or are authorized by Plaintiff, all in violation of
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A Professional Corporation
Redwood City
Plaintiff is informed and believes, and upon that basis alleges, that Defendants
section 43(a) of the Lanham Act, set forth at 15 U.S.C. section 1125(a).
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enjoined.
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continue to suffer losses, including, but not limited to, sales revenues illegally and unfairly
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pursuant to 15 U.S.C. Section 1125(a), and to an order impounding all products or materials
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bearing imitation marks being used, offered, advertised, distributed and/or sold by Defendants.
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because, among other reasons: (a) Plaintiff's marks, names, and designs are unique and valuable
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property, which has no readily determinable market value; (b) Defendants advertising,
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marketing, distribution, and/or sales of imitated marks works a great harm to Plaintiff's business
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reputation and goodwill such that Plaintiff could not be made whole by any monetary award; and
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(c) Defendants wrongful conduct, and the resulting damage to Plaintiff, is continuing and likely
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expanding.
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Plaintiff is also entitled to recover its attorneys fees and costs of suit pursuant
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and injunctive relief against Defendants, and each of them, as set forth below.
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A Professional Corporation
Redwood City
60.
Plaintiff realleges each and every allegation set forth in Paragraphs 1 through 59,
business practices in violation of California Business & Professions Code Sections 17200 et seq.,
in that Defendants use of confusingly similar marks and/or counterfeit marks to those of Plaintiff
in the exact same industry and same products constitutes unfair competition, as Plaintiff was the
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first to use its various marks in conjunction with its products and services in the in the distilled
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spirits industry, among others, and has obtained a registered trademark for said mark. Plaintiff
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has continuously used the COWBOY LITTLE BARREL and COWBOY marks as set forth
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above, and expanded the use of said mark. Plaintiff and Defendants are in direct competition as
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they sell the same products, to the same target customers, and operate in the same advertising
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As a direct and proximate result of the unfair and illegal conduct and
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representations to consumers and the public by Defendants, and each of them, as herein alleged,
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Plaintiff has been damaged in an amount not yet ascertained, and continues to be damaged.
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These wrongful acts have proximately caused and/or will continue to cause Plaintiff substantial
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injury, including confusion in the marketplace, wrongful association, dilution of its goodwill,
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confusion of government partners and potential customers, injury to its reputation, and diminution
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in value of its trademarks and trade name. These actions cause imminent irreparable harm and
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injury to Plaintiff.
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Defendants the gains, profits, and advantages they have obtained as a result of its wrongful acts as
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hereinabove alleged and said amounts should be disgorged and restitution made to Plaintiff.
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WHEREFORE, Plaintiff prays for judgment and injunctive relief against Defendants, and
each of them, as set forth below.
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Plaintiff realleges each and every allegation set forth in Paragraphs 1 through
63, inclusive, and incorporates them as though fully set forth herein.
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Plaintiff has, since 1995, advertised, marketed, offered for sale, and sold
products using the marks COWBOY LITTLE BARREL and COWBOY, including in its
advertising, packaging, and logos for its bourbon whiskey products described above. Plaintiff has
built up valuable goodwill in the COWBOY LITTLE BARREL and COWBOY" names, and
the names have come to be associated exclusively with Plaintiff's company and are strong marks
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A Professional Corporation
Redwood City
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Defendants have, in connection with the advertising, distribution and sale of its
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imitation products, used marks and labels that are confusingly similar or identical to Plaintiff's
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marks, and used the COWBOY and "COWBOY BOURBON" marks in a trademark sense to
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indicate source, thereby diluting the distinctive quality of Plaintiff's marks and the goodwill
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Defendants have acted with knowledge of the use of Plaintiff's mark and
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Plaintiff's application for the mark related to products sold by Plaintiff for the purpose of usurping
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the goodwill and reputation associated with Plaintiff and its products, as well as to willfully and
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intentionally confuse, mislead, and deceive members of the public by such use.
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Defendants actions have, and continue to, dilute, blur and tarnish the strong and
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positive associations represented by Plaintiff's marks and lessen the capacity of Plaintiff's marks
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to identify and distinguish Plaintiff and its products, including its COWBOY LITTLE
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BARREL and COWBOY" products and cause Plaintiff's marks to be associated with products
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Defendants use is not for comparative advertising. Defendants do not use the
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COWBOY and "COWBOY BOURBON" marks in advertising to compare the relative qualities
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Defendants acts are willful and are in violation of California Business and
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Professions Code Section 14330 et seq., and Plaintiff has been, and continues to be, damaged by
these acts.
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WHEREFORE, Plaintiff prays for judgment and injunctive relief against Defendants, and
each of them, as set forth below.
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Plaintiff realleges each and every allegation set forth in Paragraphs 1 through
70, inclusive, and incorporates them as though fully set forth herein.
A Professional Corporation
Redwood City
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72.
Defendants were aware of Plaintiff's use of and rights in its marks and that the
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advertising, promotion, distribution, and sale of its products would mislead and create a
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likelihood of confusion to consumers, potential consumers, and the public. Upon information and
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belief, Defendants were aware of or should have been aware of Plaintiffs registered trademark.
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and promote their products, and well as using such marks on their infringing products to indicate
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that the COWBOY and "COWBOY BOURBON" mark is used in its trademark sense to
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indicate source, affiliation, or sponsorship, has caused actual confusion and/or is likely to cause
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confusion with respect to Plaintiff's COWBOY LITTLE BARREL and COWBOY" products
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with Defendants products and falsely, misleadingly, and confusingly implies that Defendants
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products are genuine Plaintiff products or are sponsored by, or affiliated with, or approved by
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Plaintiff.
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deceive, confuse, and mislead consumers, potential consumers, and members of the public in
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violation of California Business and Professions Code Section 17500 et seq. Plaintiff has been
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entitled to injunctive relief, and to an order requiring Defendants to make restitution of all profits
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A Professional Corporation
Redwood City
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conduct in the nature of passing off their infringing COWBOY and "COWBOY BOURBON"
products as those approved by, authorized by, affiliated with, or sponsored by Plaintiff.
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section 504(b), to recover all profits of Defendants that are attributable to their acts of
infringement of violations thereof.
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Defendants hold the illegally made profits in the form of money and property as
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Section 504(b), to recover all profits of Defendants that are attributable to their acts of
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and cannot be ascertained without a detailed accounting by Defendants of the precise number of
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That the Court enter a judgment against Defendants, finding that Defendants
have:
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a.
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name;
c.
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Plaintiff and irreparably harmed Plaintiff by the acts and conduct set forth in this
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A Professional Corporation
Redwood City
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Complaint.
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That this Court issue temporary and permanent injunctive relief against
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Defendants, and each of them, and that Defendants, their agents, representatives, servants,
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employees, attorneys, successors and assigns and all other in active concert or participation with
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a.
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b.
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c.
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any product, item or thing, including alcohol and distilled spirits and related
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false or misleading representation or name, that can or is likely to lead the industry
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A Professional Corporation
Redwood City
or public erroneously to believe that any product, item or thing has been
e.
f.
Plaintiff 's trademarks, and/or trade name or of Plaintiff's rights in or right to use to
Using the names, logos, or other variations thereof, of any of Plaintiff 's
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g.
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through f above.
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That the Court enter an order declaring that the Defendants hold in trust, as
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constructive trustee for the benefit of Plaintiff, all profits received by Defendants from their
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distribution or sale of counterfeit or imitation or infringing products and materials, and issue
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temporary and permanent injunctive relief enjoining and restraining Defendants and their agents
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from transferring, concealing or dissipating all profits and assets acquired in whole or in part with
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those profits.
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That the Court enter an order requiring Defendants to provide Plaintiff a full and
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complete accounting of all profits received by Defendants from their distribution or sale of
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counterfeit, imitation and infringing products and/or materials, and of any other amounts due and
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That the Court order Defendants to pay Plaintiff's general, special, actual and
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Plaintiff's trademarks.
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That the Court order Defendants to pay Plaintiff the costs of this action and the
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That the Court grant to Plaintiff such other and additional relief as may be just
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Pursuant to Rule 38(b) of the Federal Rules of Civil Procedure and the Seventh
Amendment to the Constitution of the United States, Plaintiff hereby demands a trial by jury of
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A Professional Corporation
Redwood City
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Dated: July 15, 2014
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By: /s/ Robert P. Andris
ROBERT P. ANDRIS
MICHAEL D. KANACH
Attorneys for Plaintiff
ALLIED LOMAR, INC.
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EXHIBIT A