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 99414400. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, September 26, 2025. 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 an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features
General Information
| Serial Number | 99414400 |
| Word Mark | ORION ADVISOR TECHNOLOGY |
| Filing Date | Friday, September 26, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, September 26, 2025 |
| 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
| Description of Mark | The mark consists of a blue stylized asterisk with one longer radiating line, resembling a shooting star. To the left of the asterisk, the wording "Orion" appears in a very dark gray color. Further wording underneath "Orion" reads "Advisor Technology" in the same very dark gray color. The white background is not claimed as a feature of the mark. |
| Indication of Colors claimed | The color(s) Very dark gray; blue is/are claimed as a feature of the mark. |
| 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 |
| 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 |
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 |
Trademark Events
| Event Date | Event Description |
| Friday, September 26, 2025 | NEW APPLICATION ENTERED |
| Friday, September 26, 2025 | APPLICATION FILING RECEIPT MAILED |
