SOFI FINANCIAL AUTO PILOT
LIVE

Serial Number

99340468

Owner

Social Finance, LLC

Attorney

Jillian M. Taylor

Filing Date

Aug 15, 2025

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SOFI FINANCIAL AUTO PILOT Trademark

Serial Number: 99340468

SOFI FINANCIAL AUTO PILOT is a trademark filed by Social Finance, LLC on August 15, 2025. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 39 (Transportation & Storage), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Social Finance, LLC (9 trademarks)

234 1ST STREET
SAN FRANCISCO, CA 94105

Entity Type: 16

Trademark Details

Filing Date

August 15, 2025

Registration Date

Not Registered

Published for Opposition

December 23, 2025

Goods & Services

downloadable mobile applications for financial planning, account tracking, spending tracking, and to coordinate and manage financial, investment, and banking services; downloadable mobile applications for providing information in the fields of banking services, financial services, investment services, retirement plan services, real estate services, insurance services, and product and service discount services; downloadable mobile applications for providing access to banking services, financial services, investment services, retirement plan services, real estate services, insurance services, and product and service discount services

software as a service (saas) featuring software using artificial intelligence for financial planning, providing financial recommendations, financial account tracking, spending tracking, and to coordinate and manage financial and banking services

credit card registration services; promoting the goods and services of others by awarding purchase points for credit or debit card use; promoting the goods and services of others by means of a loyalty rewards program; insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to insurance brokers, agents and agencies interested in those requests; Travel lead collection and matching services, namely, matching consumer requests for travel bookings collected over the internet to travel agencies and travel providers

mobile payment processing services, namely, credit card and debit card transaction processing services via mobile electronic devices; issuing credit cards; processing of credit card payments; credit card transaction processing services; providing personal loans and lines of credit; financing of personal loans; providing working capital financing to small businesses and small business owners; providing education loans; mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; home equity loans; providing home equity lines of credit; auto loan origination services; loan refinancing service; loan refinancing services, namely, auto loan refinancing, home loan refinancing, student loan refinancing, undergraduate and graduate education loan refinancing, medical and dental residency loan refinancing, parent loan refinancing, law school loan refinancing, masters of business administration loan refinancing; student loan services, namely, servicing of student loans; providing student loan information; providing financial information services to students; online banking services; electronic financial trading and financial investment brokerage services; investment by electronic means; credit scoring services; financial information services in the fields of property value, debt, and spending; financial advisory services; financial advisory services rendered using artificial intelligence (AI); financial advisory services in the field of budgeting and spending tracking, and recommendations; financial advisory services in the field of investment portfolio insights, analysis, and recommendations; financial investment brokerage, investment management, and financial advice services in the fields of stocks, retirement account, bonds, options, commodities, futures, currencies, and securities; estate planning services; insurance agency and brokerage services

Travel booking agency services

Filing History

NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 9, 2026 NOAM
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
May 3, 2026 ETOP
EXTENSION OF TIME TO OPPOSE RECEIVED
Jan 21, 2026 ETOF
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 23, 2025 NPUB
PUBLISHED FOR OPPOSITION
Dec 23, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 17, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 24, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Nov 24, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 24, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 24, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 24, 2025 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 21, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 21, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 21, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 21, 2025 GNRN
NON-FINAL ACTION E-MAILED
Sep 21, 2025 GNRT
NON-FINAL ACTION WRITTEN
Sep 21, 2025 CNRT
ASSIGNED TO EXAMINER
Sep 15, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 17, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Aug 15, 2025 MAFR
NEW APPLICATION ENTERED
Aug 15, 2025 NWAP