USPTO serial 88456716
ORION ADVISOR SOLUTIONS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 25, 2020
- Examiner
- DUBOIS, SUSAN L
- Law office
- Historical data usage
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
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 | May 29, 2019 |
| 036 | Electronic financial trading services; Financial information provided by electronic means | ACTIVE | May 29, 2019 |
| 042 | Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, access to strategies and financial models, wealth planning, financial performance reporting and advisory billing features | ACTIVE | May 29, 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 in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named ORION ADVISOR SOLUTIONS
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 24, 2026 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Sep 24, 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. |
| Sep 21, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 30, 2026 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Aug 25, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 5, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 5, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 5, 2020 | EWOR | TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED | — |
| Nov 5, 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. |
| Nov 5, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 5, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 25, 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. |
| Aug 19, 2020 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 24, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jul 23, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 23, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 3, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 3, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 12, 2020 | IUAF | USE AMENDMENT FILED | — |
| Jun 12, 2020 | 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. |
| Dec 31, 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. |
| Dec 31, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 31, 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. |
| Nov 5, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 5, 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. |
| Oct 16, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 1, 2019 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Sep 25, 2019 | ALIE | ASSIGNED TO LIE | — |
| Sep 23, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 23, 2019 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Sep 23, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 4, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 3, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 3, 2019 | 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. |
| Aug 28, 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. |
| Aug 28, 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. |
| Aug 28, 2019 | CNRT | 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. |
| Aug 23, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 17, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 6, 2019 | NWAP | NEW APPLICATION ENTERED | — |