CHOREO TAX ADVANTAGE Trademark

Trademark Overview


On Monday, August 26, 2024, a trademark application was filed for CHOREO TAX ADVANTAGE with the United States Patent and Trademark Office. The USPTO has given the CHOREO TAX ADVANTAGE trademark a serial number of 98716500. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, March 12, 2025. This trademark is owned by Choreo Buyer, LLC. The CHOREO TAX ADVANTAGE trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

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

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
choreo tax advantage

General Information


Serial Number98716500
Word MarkCHOREO TAX ADVANTAGE
Filing DateMonday, August 26, 2024
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateWednesday, March 12, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 1, 2025

Trademark Statements


Goods and ServicesProviding 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"
Goods and ServicesSoftware 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 26, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, August 26, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameChoreo Buyer, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94111

Trademark Events


Event DateEvent Description
Monday, August 26, 2024NEW APPLICATION ENTERED
Friday, January 17, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, February 28, 2025ASSIGNED TO EXAMINER
Friday, March 7, 2025EXAMINERS AMENDMENT -WRITTEN
Friday, March 7, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, March 7, 2025EXAMINERS AMENDMENT E-MAILED
Friday, March 7, 2025EXAMINER'S AMENDMENT ENTERED
Friday, March 7, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 26, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED