ORION
Live / Registered — Registered — Section 8 accepted (as of 24 Nov 2025)
What this means for you
Registered since 30 Jul 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87883526
- Registration number
- 5816897
- Mark type
- Stylized text
- Filed
- 19 Apr 2018
- Published for opposition
- 14 May 2019
- Registered
- 30 Jul 2019
- Attorney of record
- Adam Werner
Goods and services
- Class 009 — Scientific and electric apparatus: 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
- Class 035 — Advertising and business services: Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
- Class 038 — Telecommunications services: Technology tool that enables investment advisors to focus on client matters, namely, providing access to databases in the field of financial advising
- Class 041 — Education and entertainment services: Technology tool that enables investment advisors to focus on client matters, namely, providing blogs in the field of financial advising
- Class 042 — Scientific and technological 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
Owner
- Orion Advisor Services, LLC, Omaha, NE, US
- ORION ADVISOR TECHNOLOGY, LLC, Omaha, NE, US
- Orion Advisor Services, LLC, Omaha, NE, US
- Orion Advisor Services, LLC, Omaha, NE, US
Prosecution history
- 24 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 24 Nov 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 17 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 15 Jul 2025 — TEAS SECTION 8 RECEIVED
- 30 Jul 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 26 Aug 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 26 Aug 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 26 Aug 2020 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 26 Aug 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 26 Aug 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 26 Aug 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 24 Jun 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 30 Jul 2019 — REGISTERED-PRINCIPAL REGISTER
- 14 May 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 14 May 2019 — PUBLISHED FOR OPPOSITION