| Serial Number | 97675654 |
| Word Mark | OPORTUN |
| Filing Date | Monday, November 14, 2022 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, July 9, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, May 14, 2024 |
| Goods and Services | 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 |
| Description of Mark | The mark consists of the word OPORTUN in a stylized font. |
| Goods and Services | 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 |
| Goods and Services | Telecommunication services, namely, providing e-mail notification alerts via the internet for credit and debit cards |
| Goods and Services | 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Referrals in the field of financial advisors |
| Goods and Services | 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 |
| International Class | 038 - Services allowing people to communicate with another by a sensory means. |
| US Class Codes | 100, 101, 104 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 29, 2024 |
| Primary Code | 038 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Monday, December 5, 2022 |
| 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, February 29, 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 | Monday, December 5, 2022 |
| 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, February 29, 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 | Monday, December 5, 2022 |
| 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, September 1, 2023 | PRIORITY ACTION WRITTEN |
| Thursday, November 17, 2022 | NEW APPLICATION ENTERED |
| Monday, December 5, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 28, 2023 | ASSIGNED TO EXAMINER |
| Friday, September 1, 2023 | PRIORITY ACTION E-MAILED |
| Friday, September 1, 2023 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Monday, November 27, 2023 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, November 27, 2023 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, January 31, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, January 31, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, January 31, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, February 29, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 29, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 29, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 8, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, March 8, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, March 8, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, March 8, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, April 6, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 24, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 14, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 14, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 9, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |