ORION PORTFOLIO SOLUTIONS Trademark
ORION PORTFOLIO SOLUTIONS is a USPTO trademark filed by Orion Advisor Solutions, Inc.. Status: Pending.
Trademark Facts
| Mark | ORION PORTFOLIO SOLUTIONS |
|---|---|
| Serial Number | 99414962 |
| Status | Pending |
| Filing Date | 2025-09-26 |
| Mark Type | Combined |
| Nice Classes | 036 (Financial Services), 042 (Software & IT) |
| Owner | Orion Advisor Solutions, Inc. |
| Attorney of Record | Tanmayee Chengalasetty |
| Prosecution Events | 12 |
| Latest Event | CNSA on 2026-04-24 |
Goods & Services
Class 036: Financial wealth management services; 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 |
|---|---|---|
| 2026-04-23 | Response to Office Action | ROA |
| 2026-02-24 | XSearch Search Summary | XSS |
| 2026-02-24 | Non-Final Action | NFIN |
| 2026-02-24 | Notice of Non-Final Office Action | NFO |
| 2026-02-18 | Notice of Design Search Code Emailed | EDS |
| 2025-09-26 | Application | APP |
USPTO Refusals on Record
- identical_marks