ORION ADVISOR TECHNOLOGY Trademark
Trademark Overview
On Friday, September 26, 2025, a trademark application was filed for ORION ADVISOR TECHNOLOGY with the United States Patent and Trademark Office. The USPTO has given the ORION ADVISOR TECHNOLOGY trademark a serial number of 99414372. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, February 23, 2026. This trademark is owned by Orion Advisor Solutions, Inc.. The ORION ADVISOR TECHNOLOGY trademark is filed in the Advertising, Business and Retail Services and Computer & Software Services & Scientific Services categories 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
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
General Information
| Serial Number | 99414372 |
| Word Mark | ORION ADVISOR TECHNOLOGY |
| Filing Date | Friday, September 26, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, February 23, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 |
| Description of Mark | The mark consists of a stylized asterisk with one longer radiating line, resembling a shooting star. To the left of the asterisk, the wording "ORION" appears. Further wording underneath "ORION" reads "ADVISOR TECHNOLOGY". |
| 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 |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, September 26, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Friday, September 26, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Orion Advisor Solutions, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Omaha, NE 68130
US |
Trademark Events
| Event Date | Event Description |
| Friday, September 26, 2025 | NEW APPLICATION ENTERED |
| Friday, September 26, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, February 18, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 18, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, February 19, 2026 | ASSIGNED TO EXAMINER |
| Monday, February 23, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, February 23, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, February 23, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
