ORION
LIVE

Serial Number

87883526

Owner

Orion Advisor Services, LLC

Attorney

Adam Werner

First Use Date

Dec 31, 2003

Filing Date

Apr 19, 2018

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ORION Trademark

Serial Number: 87883526 • Registration: 5816897

ORION is a trademark filed by Orion Advisor Services, LLC on April 19, 2018. The trademark is classified under Class 9 (Computers & Electronics), Class 38 (Telecommunications), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Orion Advisor Services, LLC (24 trademarks)

17605 Wright St.
Omaha, NE 68130

Entity Type: 16

ORION ADVISOR TECHNOLOGY, LLC (20 trademarks)

Omaha, NE 68130

Entity Type: 16

Trademark Details

Filing Date

April 19, 2018

Registration Date

July 30, 2019

First Use Anywhere

December 31, 2003

First Use in Commerce

December 31, 2003

Published for Opposition

May 14, 2019

Goods & Services

Technology tool that enables investment advisors to focus on client matters, namely, providing blogs in the field of financial advising

Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features

Technology tool that enables investment advisors to focus on client matters, namely, providing access to databases in the field of financial advising

Technology tool that enables investment advisors to focus on client matters, namely, software for displaying and managing client financial portfolios; Technology tool that enables investment advisors to focus on client matters, namely, downloadable publications in the nature of articles in the field of financial advising

Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Nov 24, 2025 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Nov 24, 2025 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 17, 2025 APRE
TEAS SECTION 8 RECEIVED
Jul 15, 2025 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jul 30, 2024 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Aug 26, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 26, 2020 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Aug 26, 2020 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 26, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 26, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Aug 26, 2020 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 24, 2020 ASGN
REGISTERED-PRINCIPAL REGISTER
Jul 30, 2019 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 14, 2019 NPUB
PUBLISHED FOR OPPOSITION
May 14, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 24, 2019 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 1, 2019 CNSA
EXAMINER'S AMENDMENT ENTERED
Apr 1, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Apr 1, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Apr 1, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Apr 1, 2019 CNEA
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
Aug 29, 2018 CEPE
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Aug 29, 2018 GEAN
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Aug 29, 2018 GEAP
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Aug 29, 2018 CPEA
ASSIGNED TO LIE
Aug 28, 2018 ALIE
TEAS VOLUNTARY AMENDMENT RECEIVED
Aug 10, 2018 PARI
ASSIGNED TO EXAMINER
Aug 9, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 30, 2018 NWOS
NEW APPLICATION ENTERED
Apr 23, 2018 NWAP