ORION ADVISOR Trademark

Trademark Overview

On Monday, October 9, 2017, a trademark application was filed for ORION ADVISOR with the United States Patent and Trademark Office. The USPTO has given the ORION ADVISOR trademark a serial number of 87637845. The federal status of this trademark filing is REGISTERED as of Tuesday, September 4, 2018. This trademark is owned by Orion Advisor Services, LLC. The ORION ADVISOR trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features
orion advisor

General Information

Serial Number87637845
Word MarkORION ADVISOR
Filing DateMonday, October 9, 2017
Status700 - REGISTERED
Status DateTuesday, September 4, 2018
Registration Number5553422
Registration DateTuesday, September 4, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 20, 2018

Trademark Statements

Disclaimer with Predetermined Text"ADVISOR"
Goods and ServicesProviding a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features

Classification Information

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, October 16, 2017
Primary Code042
First Use Anywhere DateWednesday, December 31, 2003
First Use In Commerce DateWednesday, December 31, 2003

Trademark Owner History

Party NameORION ADVISOR TECHNOLOGY, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressOmaha, NE 68130
Party NameOrion Advisor Services, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOmaha, NE 68130
Party NameOrion Advisor Services, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressOmaha, NE 68130
Party NameOrion Advisor Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOmaha, NE 68130

Trademark Events

Event DateEvent Description
Monday, September 4, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, August 26, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, August 26, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, August 26, 2020TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, August 26, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 26, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 26, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, June 24, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, September 4, 2018REGISTERED-PRINCIPAL REGISTER
Sunday, July 29, 2018EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Wednesday, April 11, 2018EXTENSION OF TIME TO OPPOSE RECEIVED
Tuesday, March 20, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 20, 2018PUBLISHED FOR OPPOSITION
Wednesday, February 28, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, February 7, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, February 5, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 5, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 5, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, February 5, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, February 5, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, January 26, 2018UNDELIVERABLE MAIL - COURTESY COPY MAILED
Friday, January 26, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, January 26, 2018NON-FINAL ACTION E-MAILED
Friday, January 26, 2018NON-FINAL ACTION WRITTEN
Thursday, January 18, 2018ASSIGNED TO EXAMINER
Monday, October 16, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 12, 2017NEW APPLICATION ENTERED

Related Keywords

advisor orion advisory management account financial performance features billing reporting client portfolio