ORION PORTFOLIO SOLUTIONS
Live / Applied — Non-final action mailed (as of 24 Feb 2026)
What this means for you
Not registered yet, but its 26 Sept 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99414970
- Mark type
- Design + words
- Filed
- 26 Sept 2025
- Attorney of record
- Tanmayee Chengalasetty
Goods and services
- Class 036 — Insurance and financial services: Financial wealth management 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 Solutions, Inc., Omaha, NE, US
Prior registrations
Prosecution history
- 24 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 24 Feb 2026 — NON-FINAL ACTION E-MAILED
- 24 Feb 2026 — NON-FINAL ACTION WRITTEN
- 19 Feb 2026 — ASSIGNED TO EXAMINER
- 18 Feb 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 18 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 26 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 26 Sept 2025 — NEW APPLICATION ENTERED