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 being pursued on the Principal Register. The application covers three classes: Class 035 – an on‑line website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Class 036 – financial wealth management services; and Class 042 – a website 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 wealth‑management platforms, a similar name used in those same or closely related digital‑financial contexts would present the closest record‑based concern, while uses outside that niche are farther from the scope shown. The record does not give the owner control over every possible use of the word “ORION.” The most recent 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 supplied history contains no oppositions, cancellations or other enforcement actions. I'd treat this as a meaningful concern if you plan a comparable name in the financial‑services or fintech 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 |