ORION PORTFOLIO SOLUTIONS Trademark

Trademark Overview

On Wednesday, October 24, 2018, a trademark application was filed for ORION PORTFOLIO SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the ORION PORTFOLIO SOLUTIONS trademark a serial number of 88167910. The federal status of this trademark filing is REGISTERED as of Tuesday, October 20, 2020. This trademark is owned by Orion Advisor Services, LLC. The ORION PORTFOLIO SOLUTIONS trademark is filed in the Insurance & Financial 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

Electronic financial trading services
orion portfolio solutions

General Information

Serial Number88167910
Word MarkORION PORTFOLIO SOLUTIONS
Filing DateWednesday, October 24, 2018
Status700 - REGISTERED
Status DateTuesday, October 20, 2020
Registration Number6180736
Registration DateTuesday, October 20, 2020
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 23, 2019

Trademark Statements

Goods and ServicesProviding a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features
Goods and ServicesElectronic financial trading services
NOT AVAILABLE"PORTFOLIO SOLUTIONS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 7, 2018
Primary Code036
First Use Anywhere DateWednesday, January 16, 2019
First Use In Commerce DateThursday, April 11, 2019
International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, November 7, 2018
Primary Code042
First Use Anywhere DateWednesday, January 16, 2019
First Use In Commerce DateThursday, April 11, 2019

Trademark Owner History

Party NameORION ADVISOR TECHNOLOGY, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOMAHA, NE 68130
Party NameORION ADVISOR TECHNOLOGY, LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressOMAHA, NE 68130
Party NameOrion Advisor Services, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressOmaha, NE 68130
Party NameOrion Advisor Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOmaha, NE 68130

Trademark Events

Event DateEvent Description
Saturday, October 27, 2018NEW APPLICATION ENTERED
Wednesday, November 7, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, January 31, 2019ASSIGNED TO EXAMINER
Thursday, February 7, 2019EXAMINERS AMENDMENT -WRITTEN
Thursday, February 7, 2019EXAMINERS AMENDMENT E-MAILED
Thursday, February 7, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, February 7, 2019EXAMINER'S AMENDMENT ENTERED
Thursday, February 7, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, February 25, 2019ASSIGNED TO LIE
Tuesday, March 12, 2019WITHDRAWN FROM PUB - OG REVIEW QUERY
Thursday, March 14, 2019PREVIOUS ALLOWANCE COUNT WITHDRAWN
Thursday, March 14, 2019EXAMINERS AMENDMENT -WRITTEN
Thursday, March 14, 2019EXAMINERS AMENDMENT E-MAILED
Thursday, March 14, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, March 14, 2019EXAMINER'S AMENDMENT ENTERED
Thursday, March 14, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 3, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 23, 2019PUBLISHED FOR OPPOSITION
Tuesday, April 23, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 18, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, November 25, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, November 25, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 27, 2019TEAS STATEMENT OF USE RECEIVED
Friday, December 6, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, November 27, 2019USE AMENDMENT FILED
Friday, December 6, 2019STATEMENT OF USE PROCESSING COMPLETE
Monday, December 9, 2019SU - NON-FINAL ACTION - WRITTEN
Monday, December 9, 2019NON-FINAL ACTION E-MAILED
Monday, December 9, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, May 29, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, June 2, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 2, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 22, 2020SU - FINAL REFUSAL - WRITTEN
Monday, June 22, 2020FINAL REFUSAL E-MAILED
Monday, June 22, 2020NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, August 19, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, August 31, 2020SU-EXAMINER'S AMENDMENT WRITTEN
Monday, August 31, 2020EXAMINERS AMENDMENT E-MAILED
Monday, August 31, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, August 31, 2020EXAMINER'S AMENDMENT ENTERED
Monday, September 14, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, September 15, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 20, 2020REGISTERED-PRINCIPAL REGISTER
Monday, October 20, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Related Keywords

solutions portfolio orion advisory financial management performance reporting billing services trading electronic features