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 99414970. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, February 24, 2026. 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 | 99414970 |
| Word Mark | ORION PORTFOLIO SOLUTIONS |
| Filing Date | Friday, September 26, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, February 24, 2026 |
| 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
| Goods and Services | Financial wealth management services |
| 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 |
| Indication of Colors claimed | The color(s) very dark gray; blue is/are claimed as a feature of the mark. |
| 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 "PORTFOLIO SOLUTIONS" in the same very dark gray color. The white background is not claimed as a feature of the mark. |
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
US |
Trademark Events
| Event Date | Event Description |
| Friday, September 26, 2025 | NEW APPLICATION ENTERED |
| Friday, September 26, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, February 18, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 18, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, February 19, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, February 24, 2026 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 24, 2026 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 24, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
