USPTO serial 87883526
ORION
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 30, 2019
- Examiner
- CIANCI, RYAN MICHAEL
- Law office
- Historical data usage
What this means
Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary. Calendar the 10-year Section 8 and 9 combined renewal.
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Owner
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Adam Werner
17605 Wright StreetOmaha, NE 68130United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Technology tool that enables investment advisors to focus on client matters, namely, software for displaying and managing client financial portfolios; Technology tool that enables investment advisors to focus on client matters, namely, downloadable publications in the nature of articles in the field of financial advising | ACTIVE | Dec 31, 2003 |
| 035 | Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information | ACTIVE | Dec 31, 2003 |
| 038 | Technology tool that enables investment advisors to focus on client matters, namely, providing access to databases in the field of financial advising | ACTIVE | Dec 31, 2003 |
| 041 | Technology tool that enables investment advisors to focus on client matters, namely, providing blogs in the field of financial advising | ACTIVE | Dec 31, 2003 |
| 042 | Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features | ACTIVE | Dec 31, 2003 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Orion Advisor Services, LLC
- Other trademarks owned by Orion Advisor Services, LLC
- Other trademarks owned by Orion Advisor Services, LLC
- Other trademarks owned by ORION ADVISOR TECHNOLOGY, LLC
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 038
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named ORION
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 24, 2025 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Nov 24, 2025 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Nov 17, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 15, 2025 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jul 30, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 26, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 26, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 26, 2020 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Aug 26, 2020 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 26, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 26, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 24, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 30, 2019 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| May 14, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 14, 2019 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Apr 24, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 1, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 1, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 1, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 1, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 1, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 29, 2018 | CEPE | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED | — |
| Aug 29, 2018 | GEAN | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Aug 29, 2018 | GEAP | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Aug 29, 2018 | CPEA | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED | — |
| Aug 28, 2018 | ALIE | ASSIGNED TO LIE | — |
| Aug 10, 2018 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Aug 9, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 30, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 23, 2018 | NWAP | NEW APPLICATION ENTERED | — |