
| Serial Number | 98716500 |
| Word Mark | CHOREO TAX ADVANTAGE |
| Filing Date | Monday, August 26, 2024 |
| Status | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Friday, November 14, 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, April 1, 2025 |
| Goods and 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 |
| Goods and 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 |
| NOT AVAILABLE | "TAX ADVANTAGE" |
| 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, August 26, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, December 5, 2024 |
| First Use In Commerce Date | Thursday, December 5, 2024 |
| 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 | Monday, August 26, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, December 5, 2024 |
| First Use In Commerce Date | Thursday, December 5, 2024 |
| 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 |
| Monday, August 26, 2024 | NEW APPLICATION ENTERED |
| Friday, January 17, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 28, 2025 | ASSIGNED TO EXAMINER |
| Friday, March 7, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, March 7, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, March 7, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, March 7, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Friday, March 7, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 26, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 1, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 1, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 27, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, May 30, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Friday, November 14, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, May 30, 2025 | USE AMENDMENT FILED |
| Friday, November 14, 2025 | STATEMENT OF USE PROCESSING COMPLETE |