ORION
Pending · Published for Opposition LIVE/APPLICATION/Published for Opposition
What this record means
The record shows a live, pending service‑mark application for “ORION” owned by Orion Advisor Solutions, Inc., a Delaware corporation, and it is currently on the Principal Register. The filing covers three classes: Class 035 for an online website that supplies commercial financial transaction data, account‑management and accounting features; Class 036 for financial‑wealth‑management services; and Class 042 for a website that provides technology enabling advisory portfolio accounting, client‑account management, performance reporting and billing features. A similar name used in any of those financial‑technology or wealth‑management contexts would raise the closest record‑based concern, while uses outside those described are 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 comparable name in the same financial‑services space.
Informational only - not legal advice.Mark Service Mark
| Drawing type | 3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S) |
| Filing basis | Intent-to-Use (§1(b)). |
| Status | Notice of Allowance (NOA) sent (issued) to the applicant. Applicant must file a Statement of Use or Extension Request within six months of the NOA issuance date. |
Key dates
| Application filed | Sep 25, 2025 |
| Published for opposition | May 05, 2026 |
| Notice of Allowance | Jun 30, 2026 |
| Status date | Jun 30, 2026 |
Goods & services
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
Financial wealth management services
Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features
Owner & representation
| Owner | Orion Advisor Solutions, Inc. |
| Address | 17605 Wright Street, Omaha, NEBRASKA UNITED STATES 68130 |
| Entity | CORPORATION - organized in DELAWARE |
| Attorney of record | ADAM T WERNER |
| Correspondent | ADAM T WERNER |
| Attorney email | a********@*****.com |
| Correspondent email | 3 emails |
| Correspondent phone | 1********9 |
| Correspondent address | Omaha, NEBRASKA |