| Serial Number | 87883526 |
| Word Mark | ORION |
| Filing Date | Thursday, April 19, 2018 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Monday, November 24, 2025 |
| Registration Number | 5816897 |
| Registration Date | Tuesday, July 30, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 14, 2019 |
| Goods and Services | Technology tool that enables investment advisors to focus on client matters, namely, providing blogs in the field of financial advising |
| Goods and 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 |
| Goods and Services | Technology tool that enables investment advisors to focus on client matters, namely, providing access to databases in the field of financial advising |
| Goods and Services | 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 |
| Goods and Services | Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 10, 2018 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, December 31, 2003 |
| First Use In Commerce Date | Wednesday, December 31, 2003 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, April 30, 2018 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, December 31, 2003 |
| First Use In Commerce Date | Wednesday, December 31, 2003 |
| International Class | 038 - Services allowing people to communicate with another by a sensory means. |
| US Class Codes | 100, 101, 104 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 10, 2018 |
| Primary Code | 038 |
| First Use Anywhere Date | Wednesday, December 31, 2003 |
| First Use In Commerce Date | Wednesday, December 31, 2003 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 10, 2018 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, December 31, 2003 |
| First Use In Commerce Date | Wednesday, December 31, 2003 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, April 30, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, December 31, 2003 |
| First Use In Commerce Date | Wednesday, December 31, 2003 |
| Party Name | ORION ADVISOR TECHNOLOGY, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68130 |
| Party Name | Orion Advisor Services, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68130 |
| Party Name | Orion Advisor Services, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68130 |
| Party Name | Orion Advisor Services, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68130 |
| Event Date | Event Description |
| Monday, April 23, 2018 | NEW APPLICATION ENTERED |
| Monday, April 30, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 9, 2018 | ASSIGNED TO EXAMINER |
| Friday, August 10, 2018 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Tuesday, August 28, 2018 | ASSIGNED TO LIE |
| Wednesday, August 29, 2018 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Wednesday, August 29, 2018 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, August 29, 2018 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, August 29, 2018 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Monday, April 1, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, April 1, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Monday, April 1, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, April 1, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Monday, April 1, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 24, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 14, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 14, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 30, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, June 24, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, August 26, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, August 26, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, August 26, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, August 26, 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, August 26, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, August 26, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, July 30, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 15, 2025 | TEAS SECTION 8 RECEIVED |
| Monday, November 17, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, November 24, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Monday, November 24, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |