POWERING THE ADVISOR-CLIENT JOURNEY Trademark
POWERING THE ADVISOR-CLIENT JOURNEY is a USPTO trademark filed by Orion Advisor Technology, LLC. Status: Registered.
Trademark Facts
| Mark | POWERING THE ADVISOR-CLIENT JOURNEY |
|---|---|
| Serial Number | 90226945 |
| Registration Number | 6395059 |
| Status | Registered |
| Filing Date | 2020-09-30 |
| Registration Date | 2021-06-22 |
| Mark Type | Word |
| Nice Classes | 035 (Advertising & Business) |
| Owner | Orion Advisor Technology, LLC |
| Attorney of Record | Adam Werner |
| Prosecution Events | 8 |
| Latest Event | R.PR on 2021-06-22 |
Goods & Services
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 and advisory billing features