ES8R
TEAS SECTION 8 RECEIVED
07/30/2026
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Official data from USPTO
ORION ADVISOR SOLUTIONS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ORION ADVISOR SOLUTIONS
ST13
US500000088456716Class
35, 36, 42
Filing
88456716
Registration
6137373
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
36
Latest update
07/30/2026
Trademark type
Word
Nice classes
35, 36, 42
Filing date
06/03/2019
Registration date
08/25/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/25/2020
Last transaction
07/30/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
05/29/2019
First use in commerce
05/29/2019
Drawing code
4
Owner type
16
Owner location
Omaha, NE, US
Examiner
DUBOIS, SUSAN L
Law office
M20
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Orion Advisor Services, LLC
Representatives
Adam Werner
Technical classification
Nice Classes
Class 35Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Providing an on-line computer web site that provides commercial financial transaction dataaccount managementfinancial reportingaccounting features and related reference information
Class 36
Electronic financial trading services; Financial information provided by electronic means
Class 42
Providing a web site featuring technology that enables users to utilize advisory portfolio accountingclient account managementaccess to strategies and financial modelswealth planningfinancial performance reporting and advisory billing features
Publications
History of USPTO decisions and trademark events.
36 publications found
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08/25/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/05/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/05/2020
EWOR
TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED
11/05/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/05/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/05/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/05/2020
R.PR
REGISTERED-PRINCIPAL REGISTER
08/25/2020
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
08/19/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
07/24/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
07/23/2020
DOCK
ASSIGNED TO EXAMINER
07/23/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
07/03/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
07/03/2020
IUAF
USE AMENDMENT FILED
06/12/2020
EISU
TEAS STATEMENT OF USE RECEIVED
06/12/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/31/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/31/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
12/31/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/05/2019
PUBO
PUBLISHED FOR OPPOSITION
11/05/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/16/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
10/01/2019
ALIE
ASSIGNED TO LIE
09/25/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/23/2019
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
09/23/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/04/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/03/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/03/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/28/2019
GNRT
NON-FINAL ACTION E-MAILED
08/28/2019
CNRT
NON-FINAL ACTION WRITTEN
08/28/2019
DOCK
ASSIGNED TO EXAMINER
08/23/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/17/2019
NWAP
NEW APPLICATION ENTERED
06/06/2019
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