ORION ADVISOR TECHNOLOGY Trademark
ORION ADVISOR TECHNOLOGY is a USPTO trademark filed by Orion Advisor Solutions, Inc.. Status: Pending.
Trademark Facts
| Mark | ORION ADVISOR TECHNOLOGY |
|---|---|
| Serial Number | 99414400 |
| Status | Pending |
| Filing Date | 2025-09-26 |
| Mark Type | Combined |
| Nice Classes | 035 (Advertising & Business), 042 (Software & IT) |
| Owner | Orion Advisor Solutions, Inc. |
| Attorney of Record | ADAM T WERNER |
| Prosecution Events | 15 |
| Latest Event | NPUB on 2026-05-05 |
Goods & Services
Class 035: Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Class 042: Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features
Recent Prosecution Activity
| Date | Document | Type |
|---|---|---|
| 2026-04-02 | Response to Office Action | ROA |
| 2026-02-23 | Public Note | PNR |
| 2026-02-23 | Notice of Non-Final Office Action | NFO |
| 2026-02-23 | Non-Final Action | NFIN |
| 2026-02-23 | XSearch Search Summary | XSS |
| 2026-02-22 | XSearch Search Summary | XSS |
USPTO Refusals on Record
- disclaimer_required
- improper_signature
- standard_loc