GleanMark

POWERING ADVISORS. WINNING FOR INVESTORS. Trademark

POWERING ADVISORS. WINNING FOR INVESTORS. is a USPTO trademark filed by Orion Advisor Solutions, Inc.. Status: Registered.

Trademark Facts

MarkPOWERING ADVISORS. WINNING FOR INVESTORS.
Serial Number97806636
Registration Number7647389
StatusRegistered
Filing Date2023-02-22
Registration Date2025-01-14
Mark TypeWord
Nice Classes042 (Software & IT)
OwnerOrion Advisor Solutions, Inc.
Attorney of RecordAdam Werner
Prosecution Events27
Latest EventNRCC on 2025-01-14

Goods & Services

Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance and advisory billing features, in order to seamlessly attract new clients, connect planning goals to investment strategies, and ultimately help achieve each investor's unique definition of financial success

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