USPTO serial 90226945
POWERING THE ADVISOR-CLIENT JOURNEY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 22, 2021
- Examiner
- CROWLEY, SEAN MICHAEL
- 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
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 | Jun 1, 2020 |
| 042 | Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance and advisory billing features | ACTIVE | Jun 1, 2020 |
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 Technology, LLC
- Other trademarks owned by Orion Advisor Technology, LLC
- Other trademarks owned by Orion Advisor Technology, LLC
- Other trademarks in Class 035
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 22, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 22, 2021 | 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. |
| Apr 6, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 6, 2021 | 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. |
| Mar 17, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 4, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 24, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 15, 2020 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 3, 2020 | NWAP | NEW APPLICATION ENTERED | — |