USPTO serial 98249049
NEVER MONEY ALONE
Reviewed by CopyMark Law Group
Status 732Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- MAYES, LAURIE ANN
- Law office
- INTENT TO USE SECTION
What this means
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.
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Owner
San Mateo, CA, US
San Carlos, CA, US
Attorney of record
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 StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software in the nature of a mobile application for managing personal finances by initiating and supporting personal savings and analyzing spending, for accessing online financial accounts, for electronic transmission of funds, for facilitating saving money tied to lifestyle rules and goals and for facilitating personal investments by managing personal investment accounts; downloadable software in the nature of a mobile application for providing information in the field of finance and investments delivered via email, sms, in-app, chat, chat bot, and push notifications | ACTIVE | — |
| 035 | Referral services in the field of financial services and financial advising | ACTIVE | — |
| 036 | Financial services, namely, personal loan, secured loan, auto loan, line of credit, electronic credit card transaction processing, electronic debit card transaction processing services, and providing financial information relating to credit and debit card payment and account balances and notifications; savings account services including electronic fund transfer, bill payment, budgeting and budget balancing being budget planning services, savings account management, intelligent savings solutions in the nature of administration of savings accounts, prize-linked savings in the nature of savings account services where the account user receives prizes when they save above a certain amount, providing financial information about savings account balances, providing financial information relating to savings account activity, and notifications and communications delivered via email, SMS, in-app, chat, chat bot, and push notifications, and other account services in the nature of savings account services; long term savings in the nature of savings bank services; funds investment services; individual retirement account services; registered investment advisory services; credit scoring services; financial consulting, namely, creating personalized strategies for achieving financial independence; business to business to consumer financial services, namely, financial consulting for consumers; financial advising | ACTIVE | — |
| 041 | Financial education, namely, classes in the field of personal finance and investments; online journals, namely, blogs featuring financial education in the field of personal finance and investments; providing a website featuring blogs and non-downloadable publications in the nature of articles in the fields of personal finance and investments | ACTIVE | — |
| 042 | Providing online non-downloadable computer software for managing personal finances by initiating and supporting personal savings and analyzing spending, for accessing online financial accounts, for electronic transmission of funds, for facilitating saving money tied to lifestyle rules and goals; Providing online, non-downloadable software for facilitating personal investments by managing personal investment accounts; providing online, non-downloadable software for providing information in the field of finance and investments; lending as a service, namely, platform as a service (PAAS) featuring computer software platforms for processing consumer loans | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Oportun, Inc.
- Other trademarks owned by Oportun, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 21, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 20, 2026 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Aug 20, 2026 | EXT3 | SOU EXTENSION 3 FILED | — |
| Aug 20, 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. |
| Mar 5, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 4, 2026 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Mar 4, 2026 | EXT2 | SOU EXTENSION 2 FILED | — |
| Mar 4, 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 | — |
| Aug 28, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 27, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Aug 27, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 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 | 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. |
| Jan 7, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 7, 2025 | 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. |
| Jan 1, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 12, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 21, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 21, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 21, 2024 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Sep 11, 2024 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 11, 2024 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 11, 2024 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 10, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 10, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 10, 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. |
| Jun 12, 2024 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 12, 2024 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 12, 2024 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 12, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 15, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 3, 2023 | NWAP | NEW APPLICATION ENTERED | — |