Status report
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The official USPTO status record for ORION ADVISOR TECHNOLOGY, serial 99414372, as a dated PDF. One price, one document, delivered in about a minute.
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Trademark Status Report
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The USPTO's own status record for this mark, on one dated page.
- Current status with a plain-English verdict
- Owner, classes, filing basis, and every key date
- The mark as it appears on the federal record
- Every prosecution event, filing to today
- Source-cited with the exact retrieval date
Built from the USPTO's TSDR record. Assignment chain of title and TTAB proceeding files sit in separate USPTO systems and are not included.
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◆ TRADEMARKCHECKER.AITRADEMARK STATUS REPORT
ORION ADVISOR TECHNOLOGYSerial 99414372 · Principal Register
Pending · Published for Opposition
Owner: Orion Advisor Solutions, Inc.
Class 035 - Advertising & Business
Class 042 - Scientific & Technology Services
Filed Sep 26, 2025
The record shows a live, pending service‑mark application for “ORION ADVISOR TECHNOLOGY” owned by Orion Advisor Solutions, Inc., a Delaware corporation, and it is slated for the Principal Register. The filing covers two classes: Class 035 – an on‑line web site that supplies commercial financial transaction data, account management, financial reporting, accounting features and related reference information; and Class 042 – a web site that provides technology enabling advisory portfolio accounting, client account management, financial performance reporting and advisory billing features. A similar name used in the same or closely related financial‑software or advisory‑technology context would create the closest record‑based concern, while uses outside those described fall farther from the scope shown. The record does not give the owner control over every possible use of the words “Orion,” “Advisor,” or “Technology.” The latest meaningful event is the issuance of a Notice of Allowance on June 30 2026, which now requires the applicant to file a Statement of Use or request an extension within six months. The prosecution history contains no oppositions, cancellations or other enforcement actions. I'd treat this as a meaningful concern if you plan a name that targets the same online financial‑service market.
Full event history, owner details, and verdict inside.
The way I'd use it, honestly, is as the thing you attach when a bank, a marketplace, or a co-founder asks "are we clear on the name". It answers in one page.