POWERING THE ADVISOR-CLIENT JOURNEY Trademark

Serial Number: 90226945 • Registration: 6395059

POWERING THE ADVISOR-CLIENT JOURNEY is a trademark filed by Orion Advisor Technology, LLC on September 30, 2020. The trademark is classified under Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Trademark Classes

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

Orion Advisor Technology, LLC

17605 Wright Street
Omaha, NE 68130

Entity Type: 16

Legal Representation

Attorney of Record

Adam Werner

86 trademarks filed View all →

Correspondence Address

ADAM WERNER

17605 WRIGHT STREET

OMAHA, NE 68130

UNITED STATES

Trademark Details

Filing Date

September 30, 2020

Registration Date

June 22, 2021

First Use Anywhere

June 1, 2020

First Use in Commerce

June 1, 2020

Published for Opposition

April 6, 2021

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

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