PROSPECT, PLAN, INVEST, ACHIEVE Trademark

Trademark Overview

On Wednesday, September 30, 2020, a trademark application was filed for PROSPECT, PLAN, INVEST, ACHIEVE with the United States Patent and Trademark Office. The USPTO has given the PROSPECT, PLAN, INVEST, ACHIEVE trademark a serial number of 90227139. The federal status of this trademark filing is REGISTERED as of Tuesday, June 15, 2021. This trademark is owned by Orion Advisor Technology, LLC. The PROSPECT, PLAN, INVEST, ACHIEVE trademark is filed in the Advertising, Business and Retail Services and Computer & Software Services & Scientific Services categories with the following description:

Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features
prospect, plan, invest, achieve

General Information

Serial Number90227139
Word MarkPROSPECT, PLAN, INVEST, ACHIEVE
Filing DateWednesday, September 30, 2020
Status700 - REGISTERED
Status DateTuesday, June 15, 2021
Registration Number6388501
Registration DateTuesday, June 15, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 30, 2021

Trademark Statements

Goods and ServicesProviding an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
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

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, November 15, 2020
Primary Code035
First Use Anywhere DateMonday, June 1, 2020
First Use In Commerce DateMonday, June 1, 2020
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 DateSunday, November 15, 2020
Primary Code042
First Use Anywhere DateMonday, June 1, 2020
First Use In Commerce DateMonday, June 1, 2020

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 Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressOmaha, NE 68130
Party NameOrion Advisor Technology, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOmaha, NE 68130

Trademark Events

Event DateEvent Description
Tuesday, June 15, 2021REGISTERED-PRINCIPAL REGISTER
Tuesday, March 30, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 30, 2021PUBLISHED FOR OPPOSITION
Wednesday, March 10, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, February 24, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 24, 2021ASSIGNED TO EXAMINER
Sunday, November 15, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, October 3, 2020NEW APPLICATION ENTERED IN TRAM

Related Keywords

achieve invest plan prospect financial management reporting accounting advisory providing account features site utilize