POWERING ADVISORS. WINNING FOR INVESTORS.

Serial Number 97806636
Registration 7647389
700

Registration Progress

Application Filed
Feb 22, 2023
Under Examination
Approved for Publication
Nov 26, 2024
Published for Opposition
Nov 26, 2024
Registered
Jan 14, 2025

Trademark Image

POWERING ADVISORS. WINNING FOR INVESTORS.

Basic Information

Serial Number
97806636
Registration Number
7647389
Filing Date
February 22, 2023
Registration Date
January 14, 2025
Published for Opposition
November 26, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Jan 14, 2025
Registration
Registered
Classes
042

Rights Holder

Orion Advisor Solutions, Inc.

03
Address
17605 Wright Street
Omaha, NE 68130

Ownership History

Orion Advisor Solutions, Inc.

Original Applicant
03
Omaha, NE

Orion Advisor Solutions, Inc.

Owner at Publication
03
Omaha, NE

Orion Advisor Solutions, Inc.

Original Registrant
03
Omaha, NE

Legal Representation

Attorney
Adam Werner

USPTO Deadlines

Next Deadline
1991 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2025-01-14)
Due Date
January 14, 2031
Grace Period Ends
July 14, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

27 events
Date Code Type Description Documents
Jan 14, 2025 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Jan 14, 2025 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Nov 26, 2024 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Nov 26, 2024 PUBO A PUBLISHED FOR OPPOSITION Loading...
Nov 20, 2024 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Oct 29, 2024 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Oct 29, 2024 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Oct 29, 2024 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Oct 29, 2024 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Oct 29, 2024 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Oct 22, 2024 RGIA O REINSTATEMENT GRANTED - INADVERTENTLY ABANDONED Loading...
Oct 22, 2024 RGIA O REINSTATEMENT GRANTED - INADVERTENTLY ABANDONED Loading...
Oct 18, 2024 MAB2 E ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND Loading...
Oct 18, 2024 ABN2 O ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE Loading...
Sep 12, 2024 GAUN O NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED Loading...
Sep 12, 2024 NAUD R REPORT UNRESPONSIVE AMENDMENT - COMPLETED Loading...
Sep 12, 2024 GAUD O NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED Loading...
Aug 2, 2024 ALIE A ASSIGNED TO LIE Loading...
Aug 2, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Aug 2, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Feb 14, 2024 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Nov 29, 2023 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Nov 29, 2023 GNRT F NON-FINAL ACTION E-MAILED Loading...
Nov 29, 2023 CNRT R NON-FINAL ACTION WRITTEN Loading...
Nov 20, 2023 DOCK D ASSIGNED TO EXAMINER Loading...
Mar 14, 2023 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Feb 25, 2023 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 042
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
First Use Anywhere: Nov 11, 2022
First Use in Commerce: Nov 11, 2022

Classification

International Classes
042