USPTO serial 88069662
ORION ADVISOR TECHNOLOGY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 11, 2020
- 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, US
Omaha, NE, US
Omaha, NE, US
OMAHA, NE, US
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 |
|---|---|---|---|
| 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 | Aug 19, 2019 |
| 036 | Electronic financial trading services | ACTIVE | Aug 19, 2019 |
| 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 | Aug 19, 2019 |
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 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named ORION ADVISOR TECHNOLOGY
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 9, 2026 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jun 9, 2026 | 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. |
| Jun 9, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 9, 2026 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Feb 11, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 24, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 11, 2020 | 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. |
| Jan 10, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 9, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jan 9, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jan 9, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jan 9, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jan 9, 2020 | SNEA | SU-EXAMINER'S AMENDMENT WRITTEN | — |
| Dec 9, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 6, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 27, 2019 | IUAF | USE AMENDMENT FILED | — |
| Nov 27, 2019 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Nov 25, 2019 | 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. |
| Nov 25, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 5, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 3, 2019 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jun 3, 2019 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jun 3, 2019 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Dec 18, 2018 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Oct 23, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 23, 2018 | 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. |
| Oct 3, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 12, 2018 | ALIE | ASSIGNED TO LIE | — |
| Aug 29, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 29, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Aug 29, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Aug 29, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Aug 29, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 20, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 15, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 11, 2018 | NWAP | NEW APPLICATION ENTERED | — |