CHOREO TAX ADVANTAGE

Serial Number 98716500
807

Registration Progress

Application Filed
Aug 26, 2024
Under Examination
May 27, 2025
Approved for Publication
Apr 1, 2025
Published for Opposition
Apr 1, 2025
Registered

Attorney Assistance

Non-Final Action E-Mailed
Due: Feb 21, 2026 67 days

Trademark Image

CHOREO TAX ADVANTAGE

Basic Information

Serial Number
98716500
Filing Date
August 26, 2024
Published for Opposition
April 1, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
807
Status Date
Nov 21, 2025
Application
Pending
Classes
036 042

Rights Holder

Choreo Buyer, LLC

16
Address
4 Embarcadero Ctr #3610
San Francisco, CA 94111

Ownership History

Choreo Buyer, LLC

Original Applicant
16
San Francisco, CA

Choreo Buyer, LLC

Owner at Publication
16
San Francisco, CA

Legal Representation

Attorney
John K. Burke

USPTO Deadlines

Next Deadline
67 days remaining
Non-Final Action E-Mailed
Due Date
February 21, 2026
Extension Available
Until May 21, 2026

Application History

22 events
Date Code Type Description Documents
Nov 21, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Nov 21, 2025 GNRT O NON-FINAL ACTION E-MAILED Loading...
Nov 21, 2025 CNRT W SU - NON-FINAL ACTION - WRITTEN Loading...
Nov 21, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Nov 21, 2025 GNRT O NON-FINAL ACTION E-MAILED Loading...
Nov 21, 2025 CNRT W SU - NON-FINAL ACTION - WRITTEN Loading...
Nov 14, 2025 SUPC I STATEMENT OF USE PROCESSING COMPLETE Loading...
May 30, 2025 IUAF S USE AMENDMENT FILED Loading...
Nov 14, 2025 AITU A CASE ASSIGNED TO INTENT TO USE PARALEGAL Loading...
May 30, 2025 EISU I TEAS STATEMENT OF USE RECEIVED Loading...
May 27, 2025 NOAM E NOA E-MAILED - SOU REQUIRED FROM APPLICANT Loading...
Apr 1, 2025 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Apr 1, 2025 PUBO A PUBLISHED FOR OPPOSITION Loading...
Mar 26, 2025 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Mar 7, 2025 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Mar 7, 2025 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Mar 7, 2025 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Mar 7, 2025 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Mar 7, 2025 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Feb 28, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Jan 17, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Aug 26, 2024 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
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
First Use Anywhere: Dec 5, 2024
First Use in Commerce: Dec 5, 2024
Class 042
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
First Use Anywhere: Dec 5, 2024
First Use in Commerce: Dec 5, 2024

Classification

International Classes
036 042

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"TAX ADVANTAGE"