Status report
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The official USPTO status record for ORION ADVISOR TECHNOLOGY, serial 99414400, 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 99414400 · 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 being prosecuted on the Principal Register. The filing covers two classes: Class 035 for an on‑line web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information, and Class 042 for a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features. Because the listed services focus on financial‑technology and advisory software, a similar name used in the same or closely related digital‑financial context would present the closest record‑based concern, while uses in unrelated fields would be farther from the scope shown. The latest meaningful event is the issuance of a Notice of Allowance on June 30 2026, which now requires a Statement of Use or an extension within six months. The prosecution history contains no oppositions, cancellations or other enforcement actions, so the supplied history shows none. I'd treat this as a meaningful concern if you plan a name that targets comparable online financial‑service offerings.
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.