REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/20/2025
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Official data from USPTO
ORION PORTFOLIO SOLUTIONS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ORION PORTFOLIO SOLUTIONS
ST13
US500000088167910Class
36, 42
Filing
88167910
Registration
6180736
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
44
Latest update
10/22/2025
Trademark type
Word
Nice classes
36, 42
Filing date
10/24/2018
Registration date
10/20/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/20/2020
Last transaction
10/22/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
01/16/2019
First use in commerce
04/11/2019
Drawing code
4
Owner type
16
Owner location
OMAHA, NE
Examiner
YOUNG,THOMAS PAUL
Law office
N20
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
ORION ADVISOR TECHNOLOGY, LLC
Orion Advisor Services, LLC
Representatives
Adam Werner Orion Advisor Services, LLC
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Electronic financial trading services
Class 42
Providing a web site featuring technology that enables users to utilize advisory portfolio accountingclient account managementfinancial performance reporting and advisory billing features
Publications
History of USPTO decisions and trademark events.
44 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
10/20/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/15/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/14/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
08/31/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
08/31/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
08/31/2020
SNEA
SU-EXAMINER'S AMENDMENT WRITTEN
08/31/2020
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
08/19/2020
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
06/22/2020
GNFR
FINAL REFUSAL E-MAILED
06/22/2020
CNFR
SU - FINAL REFUSAL - WRITTEN
06/22/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/02/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/02/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/29/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/09/2019
GNRT
NON-FINAL ACTION E-MAILED
12/09/2019
CNRT
SU - NON-FINAL ACTION - WRITTEN
12/09/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
12/06/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
12/06/2019
IUAF
USE AMENDMENT FILED
11/27/2019
EISU
TEAS STATEMENT OF USE RECEIVED
11/27/2019
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/25/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/25/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/18/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/23/2019
PUBO
PUBLISHED FOR OPPOSITION
04/23/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/03/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/14/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
03/14/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/14/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
03/14/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/14/2019
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
03/14/2019
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
03/12/2019
ALIE
ASSIGNED TO LIE
02/25/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/07/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
02/07/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/07/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
02/07/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/07/2019
DOCK
ASSIGNED TO EXAMINER
01/31/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/07/2018
NWAP
NEW APPLICATION ENTERED
10/27/2018
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