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 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.
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 |