Status report
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The official USPTO status record for ORION PORTFOLIO SOLUTIONS, serial 99414962, 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 PORTFOLIO SOLUTIONSSerial 99414962 · Principal Register
Pending · Published for Opposition
Owner: Orion Advisor Solutions, Inc.
Class 036 - Insurance & Financial
Class 042 - Scientific & Technology Services
Filed Sep 26, 2025
The record shows a live, pending application for “ORION PORTFOLIO SOLUTIONS” owned by Orion Advisor Solutions, Inc., a Delaware corporation, and it is not yet registered. The goods and services listed are financial wealth‑management services (class 036) and a website that provides technology for advisory portfolio accounting, client account management, performance reporting and billing (class 042); a similar name used in those financial‑advisory or related tech contexts would raise the closest record‑based concern. The record does not give the owner control over every possible use of the words “Orion,” “Portfolio,” or “Solutions” outside those described areas. The most recent meaningful event is the issuance of a Notice of Allowance on July 14 2026, which now requires the applicant to file a Statement of Use or request an extension within six months. The prosecution history shows no oppositions, cancellations or other enforcement activity. I'd treat this as a meaningful concern if you plan to offer comparable wealth‑management or advisory‑technology services.
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.