USPTO serial 97675655
Reviewed by CopyMark Law Group
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Plus Government fees of $900
San Carlos, CA, US
San Mateo, CA, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Barry F. Soalt
Barry F. Soalt Procopio Cory Hargreaves & Savitch LLP525 B Street, Suite 2200San Diego, CA 92101United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable mobile application for financial services, namely, making payments, account balance services and notifications for personal loans, secured loans, auto loans, lines of credit, mortgages, home equity loans, credit card, and debit cards; Downloadable mobile application for savings account services in the nature of electronic fund transfer, bill payment, budgeting and budget balancing, savings account management, intelligent savings solutions, prize-linked savings, account balance and activity notifications delivered via email, SMS, in-app, and push notifications; Downloadable mobile application for providing long-term savings and investment management, including retirement accounts; Downloadable mobile application for providing financial information and for providing credit scores; Downloadable mobile application for providing financial information and referrals | ACTIVE | — |
| 035 | Referrals in the field of financial advisors | ACTIVE | — |
| 036 | Financial services, namely, providing personal loans, secured loans, auto loans, lines of credit, mortgages, home equity loans, credit card and debit card services; Charge card and credit card payment processing services; savings account services including electronic fund transfer, bill payment, savings account management and providing account balances; Financial services, namely, long-term savings account and investment advisory services, including retirement accounts; registered investment advisory services; credit score services; Consumer lending services; Business lending services; financial advisory services; Financial advice, namely, budget planning; providing financial advice, namely, intelligent savings solutions, prize-linked savings solutions | ACTIVE | — |
| 038 | Telecommunication services, namely, providing e-mail notification alerts via the internet for credit and debit cards | ACTIVE | — |
| 041 | Providing educational services, namely, conducting workshops, courses, classes and seminars in the field of finance; providing educational services, namely, featuring online non-downloadable training courses, blogs, and articles in the field of finance | ACTIVE | — |
| 042 | Providing temporary use of online non-downloadable computer software for the provision of financial services, namely, for making payments, account balance services and notifications for personal loans, secured loans, auto loans, lines of credit, mortgages, home equity loans, credit card and debit cards; Providing temporary use of online non-downloadable computer software for the provision of financial services, namely, for savings account services in the nature of electronic fund transfer, bill payment, budgeting and budget balancing, savings account management, intelligent savings solutions, prize-linked savings, account balance and activity notifications delivered via email, SMS, in-app, and push notifications; Providing temporary use of online non-downloadable computer software for the provision of financial services, namely, providing long-term savings and investment management services, including retirement accounts; Providing temporary use of online non-downloadable computer software for financial information and for providing credit scores; Platform as a service (PAAS) featuring computer software platforms for providing consumer lending applications and credit applications; providing temporary use of a non-downloadable web application featuring blogs and articles in the field of finance | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| May 16, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 15, 2026 | EX4G | SOU EXTENSION 4 GRANTED | — |
| May 15, 2026 | EXT4 | SOU EXTENSION 4 FILED | — |
| May 15, 2026 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 18, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 18, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 18, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 23, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 23, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 23, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 18, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 17, 2025 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Dec 17, 2025 | EXT3 | SOU EXTENSION 3 FILED | — |
| Dec 17, 2025 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jun 28, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 27, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jun 27, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jun 27, 2025 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Mar 4, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 8, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jan 7, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jan 7, 2025 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jul 9, 2024 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| May 14, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 14, 2024 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Apr 24, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 6, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 8, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 8, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 8, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 8, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 29, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 29, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 29, 2024 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 31, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 31, 2024 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 31, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 27, 2023 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Nov 27, 2023 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Sep 1, 2023 | GPRN | NOTIFICATION OF PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Sep 1, 2023 | GPRA | PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Sep 1, 2023 | CPRA | PRIORITY ACTION WRITTEN | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Aug 28, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 5, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 17, 2022 | NWAP | NEW APPLICATION ENTERED | — |