TrademarkDir
ORION PORTFOLIO SOLUTIONS
LIVE

Serial Number

88167910

Owner

ORION ADVISOR TECHNOLOGY, LLC

Attorney

Adam Werner

First Use Date

Jan 16, 2019

Filing Date

Oct 24, 2018

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ORION PORTFOLIO SOLUTIONS Trademark

Serial Number: 88167910 • Registration: 6180736

ORION PORTFOLIO SOLUTIONS is a trademark filed by ORION ADVISOR TECHNOLOGY, LLC on October 24, 2018. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

ORION ADVISOR TECHNOLOGY, LLC (20 trademarks)

Omaha, NE 68130

Entity Type: 16

Orion Advisor Services, LLC (24 trademarks)

17605 Wright St.
Omaha, NE 68130

Entity Type: 16

Trademark Details

Filing Date

October 24, 2018

Registration Date

October 20, 2020

First Use Anywhere

January 16, 2019

First Use in Commerce

April 11, 2019

Published for Opposition

April 23, 2019

Goods & Services

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

Electronic financial trading services

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Oct 20, 2025 REM1
REGISTERED-PRINCIPAL REGISTER
Oct 20, 2020 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Sep 15, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sep 14, 2020 CNPR
EXAMINER'S AMENDMENT ENTERED
Aug 31, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Aug 31, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
Aug 31, 2020 GNEA
SU-EXAMINER'S AMENDMENT WRITTEN
Aug 31, 2020 SNEA
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Aug 19, 2020 ASGN
NOTIFICATION OF FINAL REFUSAL EMAILED
Jun 22, 2020 GNFN
FINAL REFUSAL E-MAILED
Jun 22, 2020 GNFR
SU - FINAL REFUSAL - WRITTEN
Jun 22, 2020 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 2, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 2, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 29, 2020 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 9, 2019 GNRN
NON-FINAL ACTION E-MAILED
Dec 9, 2019 GNRT
SU - NON-FINAL ACTION - WRITTEN
Dec 9, 2019 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Dec 6, 2019 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Dec 6, 2019 AITU
USE AMENDMENT FILED
Nov 27, 2019 IUAF
TEAS STATEMENT OF USE RECEIVED
Nov 27, 2019 EISU
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 25, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 25, 2019 REAP
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 18, 2019 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 23, 2019 NPUB
PUBLISHED FOR OPPOSITION
Apr 23, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 3, 2019 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 14, 2019 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 14, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 14, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 14, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 14, 2019 CNEA
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Mar 14, 2019 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
Mar 12, 2019 PBCR
ASSIGNED TO LIE
Feb 25, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 7, 2019 CNSA
EXAMINER'S AMENDMENT ENTERED
Feb 7, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 7, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 7, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 7, 2019 CNEA
ASSIGNED TO EXAMINER
Jan 31, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 7, 2018 NWOS
NEW APPLICATION ENTERED
Oct 27, 2018 NWAP

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