ORION CUSTOM INDEXING Trademark
Trademark Overview
On Thursday, January 12, 2023, a trademark application was filed for ORION CUSTOM INDEXING with the United States Patent and Trademark Office. The USPTO has given the ORION CUSTOM INDEXING trademark a serial number of 97751448. The federal status of this trademark filing is REGISTERED as of Tuesday, October 24, 2023. This trademark is owned by Orion Advisor Solutions, Inc.. The ORION CUSTOM INDEXING trademark is filed in the Insurance & Financial Services category with the following description:
Investment advisory services; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
General Information
| Serial Number | 97751448 |
| Word Mark | ORION CUSTOM INDEXING |
| Filing Date | Thursday, January 12, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 24, 2023 |
| Registration Number | 7202055 |
| Registration Date | Tuesday, October 24, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 8, 2023 |
Trademark Statements
| Goods and Services | Investment advisory services; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs |
| Disclaimer with Predetermined Text | "CUSTOM INDEXING" |
Classification Information
| 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 | Thursday, February 2, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, September 15, 2022 |
| First Use In Commerce Date | Thursday, September 15, 2022 |
Trademark Owner History
| Party Name | Orion Advisor Solutions, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Omaha, NE 68130 |
| Party Name | Orion Advisor Solutions, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Omaha, NE 68130 |
| 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 |
| Tuesday, October 24, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, October 24, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 8, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 8, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 19, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, July 6, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, June 26, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 26, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 26, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 12, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 12, 2023 | NON-FINAL ACTION E-MAILED |
| Monday, June 12, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, June 2, 2023 | ASSIGNED TO EXAMINER |
| Thursday, February 2, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, January 16, 2023 | NEW APPLICATION ENTERED |
