| Serial Number | 88069648 |
| Word Mark | ORION ADVISOR TECH |
| Filing Date | Wednesday, August 8, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 11, 2020 |
| Registration Number | 5985399 |
| Registration Date | Tuesday, February 11, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 23, 2018 |
| Goods and Services | Electronic financial trading services |
| 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 |
| NOT AVAILABLE | "ADVISOR TECH" |
| 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 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 15, 2018 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, January 16, 2019 |
| First Use In Commerce Date | Monday, August 19, 2019 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 15, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 16, 2019 |
| First Use In Commerce Date | Monday, August 19, 2019 |
| 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 | Wednesday, August 15, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, January 16, 2019 |
| First Use In Commerce Date | Monday, August 19, 2019 |
| 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, August 20, 2018 | ASSIGNED TO EXAMINER |
| Saturday, August 11, 2018 | NEW APPLICATION ENTERED |
| Wednesday, August 15, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, August 29, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 29, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 29, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, October 23, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 18, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, August 29, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, August 29, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 12, 2018 | ASSIGNED TO LIE |
| Wednesday, October 3, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 23, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 5, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, June 3, 2019 | SOU TEAS EXTENSION RECEIVED |
| Monday, June 3, 2019 | SOU EXTENSION 1 FILED |
| Monday, June 3, 2019 | SOU EXTENSION 1 GRANTED |
| Monday, November 25, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, November 25, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, December 6, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, November 27, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, November 27, 2019 | USE AMENDMENT FILED |
| Monday, December 9, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, January 10, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, February 11, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 11, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, June 24, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, January 9, 2020 | SU-EXAMINER'S AMENDMENT WRITTEN |
| Thursday, January 9, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, January 9, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, January 9, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, January 9, 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |