ORION ADVISOR TECHNOLOGY
Pending · Published for Opposition LIVE/APPLICATION/Published for Opposition
What this record means
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.
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 26, 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
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 |