| Serial Number | 98376157 |
| Word Mark | SET & SAVE |
| Filing Date | Thursday, January 25, 2024 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Wednesday, March 12, 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 | NOT AVAILABLE |
| Goods and Services | Providing an internet website and website portal accessible via mobile devices featuring financial education services, namely, coaching, classes, 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 |
| Goods and Services | 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 |
| Pseudo Mark | SET AND SAVE |
| Goods and Services | 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, 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, prize-linked savings services in the nature of incentive based promotions, 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; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review and analysis; 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 individuals 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 |
| Goods and Services | 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 |
| Goods and Services | 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 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, February 14, 2025 |
| Primary Code | 035 |
| 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 | Thursday, January 25, 2024 |
| Primary Code | 009 |
| 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 | Thursday, January 25, 2024 |
| 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, January 25, 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 | Thursday, January 25, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Oportun, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Carlos, CA 94070 |
| Event Date | Event Description |
| Thursday, January 25, 2024 | NEW APPLICATION ENTERED |
| Tuesday, July 30, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, August 21, 2024 | ASSIGNED TO EXAMINER |
| Thursday, August 22, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, August 22, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 22, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, November 19, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, November 19, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, February 14, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 14, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 14, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 12, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, March 12, 2025 | FINAL REFUSAL E-MAILED |
| Wednesday, March 12, 2025 | FINAL REFUSAL WRITTEN |