Who owns the ORION PORTFOLIO SOLUTIONS trademark?

The ORION PORTFOLIO SOLUTIONS trademark is owned by ORION ADVISOR TECHNOLOGY, LLC.

What class is the ORION PORTFOLIO SOLUTIONS trademark registered in?

The ORION PORTFOLIO SOLUTIONS trademark is registered in Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

What is the serial number for ORION PORTFOLIO SOLUTIONS?

The USPTO serial number for ORION PORTFOLIO SOLUTIONS is 88167910.

What is the registration number for ORION PORTFOLIO SOLUTIONS?

ORION PORTFOLIO SOLUTIONS is registered under USPTO registration number 6180736.

ORI

USPTO Trademark Record

REGISTERED

ORION PORTFOLIO SOLUTIONS

SN 88167910·Reg 6180736·Filed Oct 24, 2018

Owner ORION ADVISOR TECHNOLOGY, LLC

Financial, monetary and banking services; insurance services; real estate services.; Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

ORION PORTFOLIO SOLUTIONS (Serial No. 88167910), Registration No. 6180736, is a registered US trademark filed on Oct 24, 2018 by ORION ADVISOR TECHNOLOGY, LLC. This trademark covers Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

Renewal window: October 20, 202611 days remaining

Mark Intelligence

ORION PORTFOLIO SOLUTIONS (Reg. #6180736) is a registered US trademark that has been protecting its owner, ORION ADVISOR TECHNOLOGY, LLC, since 2018. The mark covers Class 036 (Insurance, financial & real estate services) and Class 042 (Scientific, technology & SaaS services) respectively. Goods and services include Financial, monetary and banking services; insurance services; real estate services.; Scientific and technological servic.... The mark faced 1 opposition proceeding during prosecution.

FILED

Oct 24, 2018

SERIAL

88167910

REG#

6180736

REGISTERED

Oct 20, 2020

Owner

Applicant

ORION ADVISOR TECHNOLOGY, LLC

Entity

LLC

State

Address

17605 WRIGHT STREET, OMAHA, NE, 68130

Country

Attorney

NameAdam Werner

Law firm

Adam Werner Orion Advisor Services, LLC

Address

17605 Wright Street, Omaha, NE 68130, UNITED STATES

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Filing Information

StatusREGISTERED

Filing DateOct 24, 2018

Serial Number88167910

Registration No.6180736

Registration DateOct 20, 2020

Status DateOct 20, 2020

Published for OppositionApr 23, 2019

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2018

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 16, 2019

First use in commerce: Apr 11, 2019

Financial, monetary and banking services; insurance services; real estate services.

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: Jan 16, 2019

First use in commerce: Apr 11, 2019

Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

44 events

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Oct 20, 2025

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

Oct 20, 2020

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Sep 15, 2020

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Sep 14, 2020

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

SU-EXAMINER'S AMENDMENT WRITTEN

Aug 31, 2020

SU-EXAMINER'S AMENDMENT WRITTEN

EXAMINER'S AMENDMENT ENTERED

Aug 31, 2020

EXAMINER'S AMENDMENT ENTERED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Aug 31, 2020

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINERS AMENDMENT E-MAILED

Aug 31, 2020

EXAMINERS AMENDMENT E-MAILED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Aug 19, 2020

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

NOTIFICATION OF FINAL REFUSAL EMAILED

Jun 22, 2020

NOTIFICATION OF FINAL REFUSAL EMAILED

FINAL REFUSAL E-MAILED

Jun 22, 2020

FINAL REFUSAL E-MAILED

SU - FINAL REFUSAL - WRITTEN

Jun 22, 2020

SU - FINAL REFUSAL - WRITTEN

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 02, 2020

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 02, 2020

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

May 29, 2020

TEAS RESPONSE TO OFFICE ACTION RECEIVED

NON-FINAL ACTION E-MAILED

Dec 09, 2019

NON-FINAL ACTION E-MAILED

SU - NON-FINAL ACTION - WRITTEN

Dec 09, 2019

SU - NON-FINAL ACTION - WRITTEN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Dec 09, 2019

NOTIFICATION OF NON-FINAL ACTION E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Dec 06, 2019

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Dec 06, 2019

STATEMENT OF USE PROCESSING COMPLETE

USE AMENDMENT FILED

Nov 27, 2019

USE AMENDMENT FILED

TEAS STATEMENT OF USE RECEIVED

Nov 27, 2019

TEAS STATEMENT OF USE RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Nov 25, 2019

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Nov 25, 2019

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jun 18, 2019

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Apr 23, 2019

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 23, 2019

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 03, 2019

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINER'S AMENDMENT ENTERED

Mar 14, 2019

EXAMINER'S AMENDMENT ENTERED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Mar 14, 2019

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINERS AMENDMENT E-MAILED

Mar 14, 2019

EXAMINERS AMENDMENT E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Mar 14, 2019

EXAMINERS AMENDMENT -WRITTEN

PREVIOUS ALLOWANCE COUNT WITHDRAWN

Mar 14, 2019

PREVIOUS ALLOWANCE COUNT WITHDRAWN

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 14, 2019

APPROVED FOR PUB - PRINCIPAL REGISTER

WITHDRAWN FROM PUB - OG REVIEW QUERY

Mar 12, 2019

WITHDRAWN FROM PUB - OG REVIEW QUERY

ASSIGNED TO LIE

Feb 25, 2019

ASSIGNED TO LIE

EXAMINER'S AMENDMENT ENTERED

Feb 07, 2019

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 07, 2019

APPROVED FOR PUB - PRINCIPAL REGISTER

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Feb 07, 2019

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Feb 07, 2019

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Feb 07, 2019

EXAMINERS AMENDMENT E-MAILED

ASSIGNED TO EXAMINER

Jan 31, 2019

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 07, 2018

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Oct 27, 2018

NEW APPLICATION ENTERED

ORION PORTFOLIO SOLUTIONS

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Other Marks by ORION ADVISOR TECHNOLOGY, LLC

Other Marks in Class 036 — Insurance, financial & real estate services

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