CHOREO PARTNER ALLIANCE
Live / Allowed — Notice of allowance issued (as of 04 Nov 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 21 Dec 2022 filing date already counts against anyone who files later.
Record
- Serial number
- 97726902
- Mark type
- Stylized text
- Filed
- 21 Dec 2022
- Published for opposition
- 09 Sept 2025
- Attorney of record
- John K. Burke
Goods and services
- Class 035 — Advertising and business services: Preparation of business reports; business referral services, namely, promoting the goods and services of others by passing business leads and referrals to others; providing an on-line searchable database featuring referrals in the field of financial advisors; providing business referrals in the field of financial services; arranging and conducting incentive reward programs to promote the sale of financial services; arranging and conducting incentive award programs to promote the sale of products and services of others; consulting services, namely, expert analysis and management consulting in economics and accounting
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, financial and investment services, in the nature of asset and investment acquisition, consultation, advisory and development; financial advisory and consultancy services, namely, investment consultancy, financial planning and investment advisory services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for accounting; software as a service (SAAS) services featuring software for providing financial services, namely, software for use in providing wealth management, estate planning, business exit-planning, and investment management services; software as a service (SAAS) services, namely, hosting software for use by others for use in providing financial services, namely, hosting software for use in providing wealth management, estate planning, business exit-planning, and investment management services; developing customized web pages featuring user-defined information; developing customized software in the field of financial services, namely, software for use in providing wealth management, estate planning, business exit-planning, and investment management services; providing a web site featuring technology that enables internet users to share documents, images and videos in the field of wealth management and investment strategies; providing an interactive website featuring technology that allows users to enter, access, and synthesize financial information and generate financial reports; providing temporary use of an on-line non-downloadable software for accounting; providing temporary use of an on-line non-downloadable software for providing financial services, namely, software for use in providing wealth management, estate planning, business exit-planning, and investment management services; Software as a service (SAAS) services featuring financial management software; providing temporary use of on-line non-downloadable software for use by others in providing financial services, namely, software logging and accessing financial information and providing information regarding wealth management, estate planning, business exit-planning, and investment management strategies; Software as a service (SAAS) services featuring software for use in collecting, editing, organizing, modifying, transmitting, storing, and sharing of data and information in the field of wealth management and investment strategies; providing a website featuring information in the field of financial services
Owner
- Choreo Buyer, LLC, San Francisco, CA, US
- Choreo Buyer, LLC, San Francisco, CA, US
Prosecution history
- 04 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 09 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 09 Sept 2025 — PUBLISHED FOR OPPOSITION
- 03 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 06 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 06 Aug 2025 — EXAMINER'S AMENDMENT ENTERED
- 06 Aug 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 06 Aug 2025 — EXAMINERS AMENDMENT E-MAILED
- 06 Aug 2025 — EXAMINERS AMENDMENT -WRITTEN
- 24 Jul 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
- 23 Jan 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 01 Apr 2024 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
- 01 Apr 2024 — LETTER OF SUSPENSION E-MAILED
- 01 Apr 2024 — SUSPENSION LETTER WRITTEN
- 26 Mar 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED