Trademark owner · USPTO register · rebuilt nightly

Orion Advisor Technology, LLC

16 live US trademarks, filing since 2014.

Live marks
16
registered + pending
Registered
16
on the Principal Register
Pending
0
applications in progress
Filed in 2026
0
by filing date
Classes used
6
of 45 Nice classes
First filing
2014
12 years on the register
At a glanceplain-language reads of the register
Mostly advertising & business: 13 of 16 live marks are in Class 35. Science & technology (SaaS) (Class 42) is next with 13.
6 registrations have a maintenance filing due in the next 12 months, 1 already in the grace period.
Filing activityapplications per year, by filing date
0 7 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Marks held on the register, by filing date. 2026 is year to date.

Portfolio by classlive marks · rank among filers in that class

A multi-class mark counts once per class. Rank shown where the owner is in the class's top 50.

Latest activity

What Orion Advisor Technology, LLC filed most recently.

MarkClassFiledBasisStatusSerial
ORION MARKET*R 35, 42 Jan 7, 2021 — registered May 24 90453030
ORION MARKET*R 35, 42 Jan 7, 2021 — registered May 31 90453312
PROTECT, LIVE, DREAM 35, 42 Dec 4, 2020 — registered Nov 22 90359921
POWERING THE ADVISOR-CLIENT JOURNEY 35, 42 Sep 30, 2020 — registered Jun 22 90226945
PROSPECT, PLAN, INVEST, ACHIEVE 35, 42 Sep 30, 2020 — registered Jun 15 90227139
ORION PLANNING 35, 36, 42 Jun 3, 2019 — registered Nov 3 88456999
ORION CLIENT EXPERIENCE 35, 36, 42 Jun 3, 2019 — registered Dec 29 88457034
ORION ENTERPRISE 35, 36, 42 Oct 24, 2018 — registered Jun 18 88167903
ORION PORTFOLIO SOLUTIONS 36, 42 Oct 24, 2018 — registered Oct 20 88167910
ORION ADVISOR TECH 35, 36, 42 Aug 8, 2018 — registered Feb 11 88069648
Maintenance windows aheadnext 12 months · from registration dates
ORION PORTFOLIO SOLUTIONS · Reg. 6,180,736 · registered Oct 2020
Section 8 declaration (years 5–6) · in grace period until Apr 20, 2027
Oct 20, 2025 → Oct 20, 2026
ORION CONNECT · Reg. 5,066,712 · registered Oct 2016
Section 8 & 9 renewal (year 10)
Oct 25, 2025 → Oct 25, 2026
ORION PLANNING · Reg. 6,190,766 · registered Nov 2020
Section 8 declaration (years 5–6)
Nov 3, 2025 → Nov 3, 2026
ORION CLIENT EXPERIENCE · Reg. 6,234,608 · registered Dec 2020
Section 8 declaration (years 5–6)
Dec 29, 2025 → Dec 29, 2026
PROSPECT, PLAN, INVEST, ACHIEVE · Reg. 6,388,501 · registered Jun 2021
Section 8 declaration (years 5–6)
Jun 15, 2026 → Jun 15, 2027
POWERING THE ADVISOR-CLIENT JOURNEY · Reg. 6,395,059 · registered Jun 2021
Section 8 declaration (years 5–6)
Jun 22, 2026 → Jun 22, 2027

A filing missed by the due date enters a six-month grace period, then the registration cancels.

Names on the registerwhat this page merges, and what it leaves out
ORION ADVISOR TECHNOLOGY, LLC · 16 live marks
included
Orion Advisor Solutions, Inc. · 31 live marks · may be a related company
separate page
Orion Pictures Corporation · 24 live marks · may be a related company
separate page
Orion ICS, LLC · 15 live marks · may be a related company
separate page
Orion-Coleman MSO, LLC · 11 live marks · may be a related company
separate page

Spellings are merged when they differ only in punctuation or legal suffix. Anything else stays separate rather than guessed.

Common questions

About Orion Advisor Technology, LLC trademarks.

How many trademarks does Orion Advisor Technology, LLC have?

16 live US trademarks as of October 23, 2026: 16 registered and 0 pending applications. None have been filed in 2026 so far.

What does Orion Advisor Technology, LLC sell, according to its trademarks?

Mostly advertising & business (Class 35, 13 live marks). Also science & technology (saas) (Class 42) and insurance & finance (Class 36).

Who owns the ORION CONNECT trademark?

ORION CONNECT is owned by Orion Advisor Technology, LLC. It was registered on October 25, 2016 (Reg. No. 5066712) and is live. The same owner holds 15 other live US marks.

When did Orion Advisor Technology, LLC first file a trademark?

Its oldest live US filing dates from 2014: ORION CONNECT, filed November 12, 2014.

Know the morning after Orion Advisor Technology, LLC files.

Watch this company in Thorgate and get an alert for every new application, registration, publication and lapse, with the opposition deadline already worked out. Or monitor your own marks for conflicts with theirs.

Data: USPTO trademark bulk files, processed nightly by Thorgate. Last rebuilt October 23, 2026. Counts cover the US federal register only, not state or foreign marks. Owner names are shown as recorded by the USPTO. This page reports public-record facts and dates and is not legal advice. For the official record of any mark, follow its serial number to USPTO TSDR.