Serial Number
97806636
Owner
Orion Advisor Solutions, Inc.Attorney
Adam WernerFirst Use Date
Nov 11, 2022
Filing Date
Feb 22, 2023
POWERING ADVISORS. WINNING FOR INVESTORS. Trademark
Serial Number: 97806636 • Registration: 7647389
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Adam Werner
17605 WRIGHT STREET
OMAHA, NE 68130
United States
Trademark Details
Filing Date
February 22, 2023
Registration Date
January 14, 2025
First Use Anywhere
November 11, 2022
First Use in Commerce
November 11, 2022
Published for Opposition
November 26, 2024
Goods & Services
Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance and advisory billing features, in order to seamlessly attract new clients, connect planning goals to investment strategies, and ultimately help achieve each investor's unique definition of financial success