ORION PORTFOLIO SOLUTIONS

LIVE

Serial Number

99414962

Owner

Orion Advisor Solutions, Inc.

Attorney

Adam Werner

Filing Date

Sep 26, 2025

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ORION PORTFOLIO SOLUTIONS Trademark

Serial Number: 99414962

ORION PORTFOLIO SOLUTIONS is a trademark filed by Orion Advisor Solutions, Inc. on September 26, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

Orion Advisor Solutions, Inc. (39 trademarks)

17605 Wright Street
Omaha, NE 68130

Entity Type: 03

Legal Representation

Attorney of Record

Adam Werner

93 trademarks filed View all →

Correspondence Address

Adam Werner

17605 Wright Street

Omaha, NE 68130

United States

Trademark Details

Filing Date

September 26, 2025

Registration Date

Not Registered

Published for Opposition

May 19, 2026

Goods & Services

Financial wealth management 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

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Aug 31, 2026 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 31, 2026 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Aug 31, 2026 REAP

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jul 14, 2026 NOAM

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 19, 2026 NPUB

PUBLISHED FOR OPPOSITION

May 19, 2026 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 13, 2026 NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 13, 2026 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 24, 2026 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Apr 23, 2026 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 23, 2026 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Apr 23, 2026 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Feb 24, 2026 GNRN

NON-FINAL ACTION E-MAILED

Feb 24, 2026 GNRT

NON-FINAL ACTION WRITTEN

Feb 24, 2026 CNRT

ASSIGNED TO EXAMINER

Feb 19, 2026 DOCK

NOTICE OF DESIGN SEARCH CODE E-MAILED

Feb 18, 2026 MDSC

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 18, 2026 NWOS

APPLICATION FILING RECEIPT MAILED

Sep 26, 2025 MAFR

NEW APPLICATION ENTERED

Sep 26, 2025 NWAP

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