ORION PORTFOLIO SOLUTIONS
Live / Registered — Registered (as of 20 Oct 2020)
What this means for you
Registered since 20 Oct 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88167910
- Registration number
- 6180736
- Mark type
- Stylized text
- Filed
- 24 Oct 2018
- Published for opposition
- 23 Apr 2019
- Registered
- 20 Oct 2020
- Attorney of record
- Adam Werner
Goods and services
- Class 036 — Insurance and financial services: Electronic financial trading services
- 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 TECHNOLOGY, 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
- 20 Oct 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 20 Oct 2020 — REGISTERED-PRINCIPAL REGISTER
- 15 Sept 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 14 Sept 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 31 Aug 2020 — EXAMINER'S AMENDMENT ENTERED
- 31 Aug 2020 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 31 Aug 2020 — EXAMINERS AMENDMENT E-MAILED
- 31 Aug 2020 — SU-EXAMINER'S AMENDMENT WRITTEN
- 19 Aug 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 22 Jun 2020 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 22 Jun 2020 — FINAL REFUSAL E-MAILED
- 22 Jun 2020 — SU - FINAL REFUSAL - WRITTEN
- 02 Jun 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 02 Jun 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 29 May 2020 — TEAS RESPONSE TO OFFICE ACTION RECEIVED