USPTO serial 98376157
SET & SAVE
Reviewed by CopyMark Law Group
Status 730Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- VAGHANI, MAYUR C
- 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.
Need help with SET & SAVE?
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.
Current trademark owner
Get help with this Notice of Allowance, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $649*
Plus Government fees of $750
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
San Carlos, CA, US
San Mateo, 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 mobile application for financial services featuring intelligent savings solution using machine learning and artificial intelligence for providing intelligent savings solutions, online banking, transaction management, bill tracking and management, expense tracking and management, and account balance services and notifications, providing financial and bill payment alerts, savings account services, deposit savings account management, budgeting and budget balancing, savings account management, and providing account balance and activity notifications delivered via email, SMS, in-app, push notifications for tracking and managing income and expenses, retrieving financial account balances and financial transaction information via mobile phones, smart phones, and mobile telecommunication networks, managing long-term savings and investment services, including retirement accounts, and other intelligent assistance being goal based savings management, planning and saving for personal financial goals; Downloadable webinars in the field of personal finance to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services | ACTIVE | — |
| 035 | Providing an internet website and website portal accessible via mobile devices featuring business information in the field of money management to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services; financial data aggregation, namely, electronically collecting financial data from multiple accounts into databases for further financial review and analysis | ACTIVE | — |
| 036 | Financial services, namely, personal financial management featuring intelligent savings solutions, namely, budget planning in the nature of income and expense transaction tracking using machine learning and artificial intelligence, financial management services; financial transaction services, namely, financial tracking and financial management of subscriptions and bill; Financial advice, namely, budget planning and account balance services in the nature of income and expense transaction tracking and notifications in the nature of financial information, savings account services, namely, electronic fund transfer, bill payment, budgeting in the nature of financial advice in budget planning and budget balancing, savings account management, account balance account activity in the nature of financial information provided via notifications and communications delivered via email, sms, in-app, chat, chat bot, or push notifications, and providing financial information via notifications and communications delivered via email, sms, in-app, chat, chat bot, and push notifications; long-term savings and investment services, namely, individual retirement accounts services; providing credit scoring services and other intelligent assistance in the nature of financial transaction management; providing financial assessment to others and financial information to help others build a better working relationship with their money in the field of optimized financial solutions; providing an internet website and website portal assessable via mobile devices featuring financial information in the field of financial savings and investment including financial information helping to manage savings and debt, increase income and participate in optimized financial products; financial services, namely, savings account services and bill payment services provided through a website or mobile app; Providing an internet website and website portal accessible via mobile devices featuring financial information in the field of money management to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services | ACTIVE | — |
| 041 | Providing an internet website and website portal accessible via mobile devices featuring financial education services, namely, coaching, classes, non-downloadable webinars, courses in the field of personal finance to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services | ACTIVE | — |
| 042 | Providing temporary use of online non-downloadable computer software in the fields of personal financial management and financial transaction management featuring intelligent savings solutions using machine learning and artificial intelligence for purposes of online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, account balance services and financial notifications, electronic fund transfer, bill payment, budgeting, savings account management, account balance and activity notification | 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
- Similar marks named SET & SAVE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 19, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| 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 | — |
| Feb 18, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Feb 18, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 18, 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. |
| 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 | — |
| Oct 14, 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. |
| Aug 19, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 19, 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. |
| Aug 13, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 9, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 9, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jul 9, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jul 9, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jul 9, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 11, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 11, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 11, 2025 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Mar 12, 2025 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Mar 12, 2025 | 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. |
| Mar 12, 2025 | 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. |
| Feb 14, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 14, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 14, 2025 | 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. |
| Nov 19, 2024 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Nov 19, 2024 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Aug 22, 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. |
| Aug 22, 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. |
| Aug 22, 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. |
| Aug 21, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 30, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 25, 2024 | NWAP | NEW APPLICATION ENTERED | — |