POWERING THE ADVISOR-CLIENT JOURNEY Trademark
Trademark Overview
On Wednesday, September 30, 2020, a trademark application was filed for POWERING THE ADVISOR-CLIENT JOURNEY with the United States Patent and Trademark Office. The USPTO has given the POWERING THE ADVISOR-CLIENT JOURNEY trademark a serial number of 90226945. The federal status of this trademark filing is REGISTERED as of Tuesday, June 22, 2021. This trademark is owned by Orion Advisor Technology, LLC. The POWERING THE ADVISOR-CLIENT JOURNEY trademark is filed in the Advertising, Business and Retail 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 and advisory billing features
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
General Information
| Serial Number | 90226945 |
| Word Mark | POWERING THE ADVISOR-CLIENT JOURNEY |
| Filing Date | Wednesday, September 30, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 22, 2021 |
| Registration Number | 6395059 |
| Registration Date | Tuesday, June 22, 2021 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 6, 2021 |
Trademark Statements
| Goods and Services | Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance and advisory billing features |
| 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 |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, November 15, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, June 1, 2020 |
| First Use In Commerce Date | Monday, June 1, 2020 |
| 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 | Sunday, November 15, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, June 1, 2020 |
| First Use In Commerce Date | Monday, June 1, 2020 |
Trademark Owner History
| Party Name | Orion Advisor Technology, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68130
US |
| Party Name | Orion Advisor Technology, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68130
US |
| Party Name | Orion Advisor Technology, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68130
US |
Trademark Events
| Event Date | Event Description |
| Saturday, October 3, 2020 | NEW APPLICATION ENTERED |
| Sunday, November 15, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 24, 2021 | ASSIGNED TO EXAMINER |
| Thursday, March 4, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 17, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 6, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 6, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 22, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Monday, June 22, 2026 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
