
| Serial Number | 97726902 |
| Word Mark | CHOREO PARTNER ALLIANCE |
| Filing Date | Wednesday, December 21, 2022 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, September 9, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 9, 2025 |
| Goods and 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 |
| Goods and 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 |
| NOT AVAILABLE | PARTNER ALLIANCE |
| Goods and 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 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 18, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 25, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 18, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Choreo Buyer, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94111 |
| Party Name | Choreo Buyer, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94111 |
| Event Date | Event Description |
| Saturday, December 24, 2022 | NEW APPLICATION ENTERED |
| Wednesday, January 18, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 21, 2023 | ASSIGNED TO EXAMINER |
| Monday, September 25, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, September 25, 2023 | NON-FINAL ACTION WRITTEN |
| Monday, September 25, 2023 | NON-FINAL ACTION E-MAILED |
| Monday, October 23, 2023 | ASSIGNED TO EXAMINER |
| Thursday, December 21, 2023 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, December 21, 2023 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, March 25, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 26, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 25, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, January 23, 2025 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Thursday, July 24, 2025 | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION |
| Wednesday, August 6, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, April 1, 2024 | SUSPENSION LETTER WRITTEN |
| Monday, April 1, 2024 | LETTER OF SUSPENSION E-MAILED |
| Monday, April 1, 2024 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Wednesday, August 6, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, August 6, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 3, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 9, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 9, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, August 6, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 6, 2025 | EXAMINERS AMENDMENT -WRITTEN |