CHOREO TAX ADVANTAGE
Live / Applied — Statement of use — non-final action mailed (as of 21 Nov 2025)
What this means for you
Not registered yet, but its 26 Aug 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98716500
- Mark type
- Stylized text
- Filed
- 26 Aug 2024
- Published for opposition
- 01 Apr 2025
- Attorney of record
- John K. Burke
Goods and services
- Class 036 — Insurance and financial services: Providing information regarding financial investment strategies; financial investment advice services, namely, providing tax-efficient investing advice; providing tax-efficient capital investing services; investing advising services on tax-efficient investment strategies
- Class 042 — Scientific and technological services: Software as a service (SAAS) services, namely, hosting software for use by others for financial analysis, financial portfolio management, financial asset performance tracking, financial forecasting, financial asset trading, financial asset rebalancing, and tax management
Owner
- Choreo Buyer, LLC, San Francisco, CA, US
- Choreo Buyer, LLC, San Francisco, CA, US
Prosecution history
- 20 Feb 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 20 Feb 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 21 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 21 Nov 2025 — NON-FINAL ACTION E-MAILED
- 21 Nov 2025 — SU - NON-FINAL ACTION - WRITTEN
- 21 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 21 Nov 2025 — NON-FINAL ACTION E-MAILED
- 21 Nov 2025 — SU - NON-FINAL ACTION - WRITTEN
- 14 Nov 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 30 May 2025 — USE AMENDMENT FILED
- 14 Nov 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 30 May 2025 — TEAS STATEMENT OF USE RECEIVED
- 27 May 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 01 Apr 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 01 Apr 2025 — PUBLISHED FOR OPPOSITION