ORION PORTFOLIO SOLUTIONS
Pending · Published for Opposition LIVE/APPLICATION/Published for Opposition
What this record means
The record shows a live, pending service‑mark application for “ORION PORTFOLIO SOLUTIONS” owned by Orion Advisor Solutions, Inc., a Delaware corporation, and it is currently on the Principal Register. The application covers financial wealth‑management services (class 036) and a website that lets users perform advisory portfolio accounting, client‑account management, performance reporting and billing (class 042); a similar name used in those financial‑service or fintech‑website contexts would be the closest record‑based concern. The record does not give the owner control over every possible use of the words “Orion,” “Portfolio” or “Solutions.” The most recent status event is a Notice of Allowance issued on July 14 2026, which means the applicant must 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 financial‑technology services.
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 19, 2026 |
| Notice of Allowance | Jul 14, 2026 |
| Status date | Jul 14, 2026 |
Goods & services
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 | Tanmayee Chengalasetty |
| Correspondent | Tanmayee Chengalasetty |
| Attorney email | t********@*****.com |
| Correspondent email | 3 emails |
| Correspondent address | Omaha, NEBRASKA |