ORION PORTFOLIO SOLUTIONS - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 88167910
Serial Number
88167910
Registration Number
6180736
Word Mark
ORION PORTFOLIO SOLUTIONS
Status
700 - Registered
Status Date
2020-10-20
Filing Date
2018-10-24
Registration Number
6180736
Registration Date
2020-10-20
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2019-04-23
Attorney Name
Adam Werner
Law Office Assigned Location Code
N20
Employee Name
YOUNG, THOMAS PAUL
Statements
Disclaimer with Predetermined Text
"PORTFOLIO SOLUTIONS"
Goods and Services
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
Goods and Services
Electronic financial trading services
Goods and 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
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2018-11-07
Primary Code
036
First Use Anywhere Date
2019-01-16
First Use In Commerce Date
2019-04-11
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2018-11-07
Primary Code
042
First Use Anywhere Date
2019-01-16
First Use In Commerce Date
2019-04-11
Current Trademark Owners
Party Name
ORION ADVISOR TECHNOLOGY, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
ORION ADVISOR TECHNOLOGY, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
ORION ADVISOR TECHNOLOGY, LLC
Party Type
21 - 1st New Owner After Publication
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Orion Advisor Services, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Orion Advisor Services, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Adam Werner
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2018-10-27NEW APPLICATION ENTERED IN TRAM
2018-11-07NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2019-01-31ASSIGNED TO EXAMINER
2019-02-07EXAMINERS AMENDMENT -WRITTEN
2019-02-07EXAMINERS AMENDMENT E-MAILED
2019-02-07NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2019-02-07EXAMINER'S AMENDMENT ENTERED
2019-02-07APPROVED FOR PUB - PRINCIPAL REGISTER
2019-02-25ASSIGNED TO LIE
2019-03-12WITHDRAWN FROM PUB - OG REVIEW QUERY
2019-03-14PREVIOUS ALLOWANCE COUNT WITHDRAWN
2019-03-14EXAMINERS AMENDMENT -WRITTEN
2019-03-14EXAMINERS AMENDMENT E-MAILED
2019-03-14NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2019-03-14EXAMINER'S AMENDMENT ENTERED
2019-03-14APPROVED FOR PUB - PRINCIPAL REGISTER
2019-04-03NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2019-04-23PUBLISHED FOR OPPOSITION
2019-04-23OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2019-06-18NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2019-11-25TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2019-11-25ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2019-11-27TEAS STATEMENT OF USE RECEIVED
2019-12-06CASE ASSIGNED TO INTENT TO USE PARALEGAL
2019-11-27USE AMENDMENT FILED
2019-12-06STATEMENT OF USE PROCESSING COMPLETE
2019-12-09SU - NON-FINAL ACTION - WRITTEN
2019-12-09NON-FINAL ACTION E-MAILED
2019-12-09NOTIFICATION OF NON-FINAL ACTION E-MAILED
2020-05-29TEAS RESPONSE TO OFFICE ACTION RECEIVED
2020-06-02CORRESPONDENCE RECEIVED IN LAW OFFICE
2020-06-02TEAS/EMAIL CORRESPONDENCE ENTERED
2020-06-22SU - FINAL REFUSAL - WRITTEN
2020-06-22FINAL REFUSAL E-MAILED
2020-06-22NOTIFICATION OF FINAL REFUSAL EMAILED
2020-08-19AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2020-08-31SU-EXAMINER'S AMENDMENT WRITTEN
2020-08-31EXAMINERS AMENDMENT E-MAILED
2020-08-31NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2020-08-31EXAMINER'S AMENDMENT ENTERED
2020-09-14ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2020-09-15NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2020-10-20REGISTERED-PRINCIPAL REGISTER