GleanMark

ORION Trademark

ORION is a USPTO trademark filed by ORION ADVISOR TECHNOLOGY, LLC. Status: Registered.

Trademark Facts

MarkORION
Serial Number87883526
Registration Number5816897
StatusRegistered
Filing Date2018-04-19
Registration Date2019-07-30
Mark TypeWord
Nice Classes009 (Electronics & Software), 035 (Advertising & Business), 038 (Telecommunications), 041 (Education & Entertainment), 042 (Software & IT)
OwnerORION ADVISOR TECHNOLOGY, LLC
Attorney of RecordAdam Werner
Prosecution Events30
Latest EventNAS8 on 2025-11-24

Goods & Services

Technology tool that enables investment advisors to focus on client matters, namely, providing blogs in the field of financial advising; Technology tool that enables investment advisors to focus on client matters, namely, software for displaying and managing client financial portfolios; Technology tool that enables investment advisors to focus on client matters, namely, downloadable publications in the nature of articles in the field of financial advising; Technology tool that enables investment advisors to focus on client matters, namely, providing access to databases in the field of financial advising; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features

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