ORION PORTFOLIO SOLUTIONS Trademark
Trademark Overview
On Friday, September 26, 2025, 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 99414962. 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 PORTFOLIO SOLUTIONS trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Financial wealth management 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
General Information
| Serial Number | 99414962 |
| Word Mark | ORION PORTFOLIO SOLUTIONS |
| 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 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 "Portfolio Solutions". |
| Goods and Services | Financial wealth management services |
| 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 |
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 | Friday, September 26, 2025 |
| Primary Code | 036 |
| 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 |
