| Serial Number | 88456999 |
| Word Mark | ORION PLANNING |
| Filing Date | Monday, June 3, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 3, 2020 |
| Registration Number | 6190766 |
| Registration Date | Tuesday, November 3, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 28, 2020 |
| Goods and Services | Providing a web site featuring technology that enables users to create wealth planning strategies based on potential various financial scenarios |
| 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 | "PLANNING" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, June 18, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, December 1, 2019 |
| First Use In Commerce Date | Sunday, December 1, 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 | Tuesday, June 18, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, December 1, 2019 |
| First Use In Commerce Date | Sunday, December 1, 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 | Tuesday, June 18, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, December 1, 2019 |
| First Use In Commerce Date | Sunday, December 1, 2019 |
| Party Name | ORION ADVISOR TECHNOLOGY, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | OMAHA, NE 68130 |
| Party Name | ORION ADVISOR TECHNOLOGY, LLC |
| Party Type | 21 - New Owner After Publication |
| 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 |
| Thursday, June 6, 2019 | NEW APPLICATION ENTERED |
| Tuesday, June 18, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 23, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, August 27, 2019 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 27, 2019 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 27, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, September 3, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 3, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 4, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 4, 2019 | NON-FINAL ACTION WRITTEN |
| Friday, October 4, 2019 | NON-FINAL ACTION E-MAILED |
| Friday, October 4, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 5, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, February 5, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, March 18, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 18, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 19, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, March 19, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 25, 2020 | ASSIGNED TO LIE |
| Wednesday, April 8, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 28, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 28, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, May 18, 2020 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Wednesday, July 8, 2020 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Thursday, July 23, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, August 18, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, August 19, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, August 31, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, September 15, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, August 31, 2020 | USE AMENDMENT FILED |
| Tuesday, September 15, 2020 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, September 29, 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, September 30, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, November 3, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, November 3, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |