| Serial Number | 98249049 |
| Word Mark | NEVER MONEY ALONE |
| Filing Date | Tuesday, October 31, 2023 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, January 7, 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, January 7, 2025 |
| Goods and Services | 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 |
| Goods and Services | 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 |
| Goods and Services | 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 |
| Goods and Services | Referral services in the field of financial services and financial advising |
| Goods and Services | 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 |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, November 15, 2023 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 21, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Wednesday, November 15, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 21, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Wednesday, November 15, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Oportun, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Carlos, CA 94070 |
| Party Name | Oportun, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Carlos, CA 94070 |
| Event Date | Event Description |
| Friday, November 3, 2023 | NEW APPLICATION ENTERED |
| Wednesday, November 15, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 12, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 12, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, June 12, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 12, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 11, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, September 10, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, September 10, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 10, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 11, 2024 | FINAL REFUSAL WRITTEN |
| Thursday, November 21, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, November 21, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, November 21, 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, September 11, 2024 | FINAL REFUSAL E-MAILED |
| Thursday, December 12, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 7, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, January 1, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 7, 2025 | PUBLISHED FOR OPPOSITION |