ORION WEALTH ADVISORS Trademark

Trademark Overview

On Wednesday, March 28, 2012, a trademark application was filed for ORION WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the ORION WEALTH ADVISORS trademark a serial number of 85582175. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, November 28, 2023. The ORION WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Comprehensive financial planning, including retirement planning, education planning, risk management, estate planning, tax planning and investment management; Financial life planning, namely, financial planning based on the client's clarified goals and values
orion wealth advisors

General Information

Serial Number85582175
Word MarkORION WEALTH ADVISORS
Filing DateWednesday, March 28, 2012
Status800 - REGISTERED AND RENEWED
Status DateTuesday, November 28, 2023
Registration Number4345249
Registration DateTuesday, June 4, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 19, 2013

Trademark Statements

Goods and ServicesComprehensive financial planning, including retirement planning, education planning, risk management, estate planning, tax planning and investment management; Financial life planning, namely, financial planning based on the client's clarified goals and values
Disclaimer with Predetermined Text"WEALTH ADVISORS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 4, 2012
Primary Code036
First Use Anywhere DateWednesday, June 9, 2010
First Use In Commerce DateWednesday, November 23, 2011

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressLexington, MA 02420
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressLexington, MA 02420
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressLexington, MA 02420

Trademark Events

Event DateEvent Description
Tuesday, November 28, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, November 28, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, November 28, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, November 28, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, June 1, 2023TEAS SECTION 8 & 9 RECEIVED
Saturday, June 4, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, July 12, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, July 12, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, July 12, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, May 30, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, May 30, 2019TEAS SECTION 8 & 15 RECEIVED
Monday, June 4, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, June 4, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, March 19, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 19, 2013PUBLISHED FOR OPPOSITION
Wednesday, February 27, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, February 13, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 13, 2013ASSIGNED TO LIE
Monday, February 4, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, January 10, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 10, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 10, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 10, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, July 10, 2012NON-FINAL ACTION E-MAILED
Tuesday, July 10, 2012NON-FINAL ACTION WRITTEN
Monday, July 9, 2012ASSIGNED TO EXAMINER
Wednesday, April 4, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, March 31, 2012NEW APPLICATION ENTERED

Related Keywords

advisors wealth orion planning financial management based namely client goals values life clarified