Who owns the ORION PORTFOLIO SOLUTIONS trademark?

The ORION PORTFOLIO SOLUTIONS trademark is owned by Orion Advisor Solutions, Inc..

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 99414970.

What is the registration number for ORION PORTFOLIO SOLUTIONS?

ORION PORTFOLIO SOLUTIONS is registered under USPTO registration number 0.

ORI

USPTO Trademark Record

PENDING

ORION PORTFOLIO SOLUTIONS

SN 99414970·Reg 0·Filed Sep 26, 2025

Owner Orion Advisor Solutions, Inc.

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. 99414970), Registration No. 0, is a pending US trademark filed on Sep 26, 2025 by Orion Advisor Solutions, Inc.. This trademark covers Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

Statement of Use due: January 14, 2027108 days remaining

Mark Intelligence

ORION PORTFOLIO SOLUTIONS (Reg. #0) is a pending US trademark that was filed in 2025 and is currently under USPTO examination. 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

Sep 26, 2025

SERIAL

99414970

REG#

REGISTERED

Dec 31, 1969

Owner

Applicant

Orion Advisor Solutions, Inc.

Entity

Corporation

State

Address

17605 Wright Street, Omaha, NE, 68130

Country

Attorney

NameTanmayee Chengalasetty

Address

17605 Wright Street, Omaha, NE 68130, United States

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Filing Information

StatusPENDING

Filing DateSep 26, 2025

Serial Number99414970

Registration No.0

Registration DateDec 31, 1969

Status DateJul 14, 2026

Published for OppositionMay 19, 2026

Mark TypeDesign with words

Status DescriptionLive and pending, notice of allowance issued

Filing Signals

FILED

2025

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

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

Class 042Scientific, technology & SaaS services

US codes: 100, 101

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

16 events

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jul 14, 2026

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

May 19, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 19, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 13, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 24, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Apr 23, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 23, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Apr 23, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Feb 24, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Feb 24, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Feb 24, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Feb 19, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 18, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Feb 18, 2026

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Sep 26, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Sep 26, 2025

APPLICATION FILING RECEIPT MAILED

ORION PORTFOLIO SOLUTIONS

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Other Marks by Orion Advisor Solutions, Inc.

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

Other Marks by Tanmayee Chengalasetty

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