USPTO serial 88167910
ORION PORTFOLIO SOLUTIONS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 20, 2020
- Examiner
- YOUNG, THOMAS PAUL
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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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 |
|---|---|---|---|
| 036 | Electronic financial trading services | ACTIVE | Apr 11, 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 | Apr 11, 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 TECHNOLOGY, LLC
- Other trademarks owned by ORION ADVISOR TECHNOLOGY, LLC
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named ORION PORTFOLIO SOLUTIONS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 16, 2026 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Oct 20, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 20, 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. |
| Sep 15, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Sep 14, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 31, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Aug 31, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Aug 31, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Aug 31, 2020 | SNEA | SU-EXAMINER'S AMENDMENT WRITTEN | — |
| Aug 19, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 22, 2020 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jun 22, 2020 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jun 22, 2020 | CNFR | SU - FINAL REFUSAL - WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jun 2, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 2, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 29, 2020 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Dec 9, 2019 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 9, 2019 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 9, 2019 | CNRT | SU - NON-FINAL ACTION - WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 6, 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 18, 2019 | 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. |
| Apr 23, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 23, 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 3, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 14, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 14, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 14, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 14, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 14, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 14, 2019 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Mar 12, 2019 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Feb 25, 2019 | ALIE | ASSIGNED TO LIE | — |
| Feb 7, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 7, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 7, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 7, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 7, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 31, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 7, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 27, 2018 | NWAP | NEW APPLICATION ENTERED | — |