| ORION ADVISOR ACADEMY Orion Advisor Solutions, Inc.
97813987 27 Feb 2023 | on 17 Sep 2024
| Educational services, namely, providing on-line continuing education c... Class 041 Class 041 Education and Entertainment Services Educational services, namely, providing on-line continuing education courses in the field of financial advisory services;Providing a website featuring resources for on-demand practice management and behavioral finance, namely, non-downloadable audio and video recordings and publications in the nature of articles all in the field of financial advisory services | | | REDTAIL CRM Orion Advisor Solutions, Inc.
97651371 27 Oct 2022 | on 23 Jul 2024
| Software as a service (SAAS) services featuring software for customer ... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service (SAAS) services featuring software for customer relationship management | | | ORION OCIO Orion Advisor Solutions, Inc.
97814951 28 Feb 2023 | on 02 Jul 2024
| Investment advisory services Class 036 Class 036 Insurance & Financial Services "OCIO" | | | ORION STACKS Orion Advisor Solutions, Inc.
97818628 01 Mar 2023 | on 02 Jul 2024
| Application service provider (ASP) featuring software for use in advis... Class 042 Class 042 Computer & Software Services & Scientific Services Application service provider (ASP) featuring software for use in advisory portfolio accounting, client account management, financial performance reporting and advisory billing features | | | REDTAIL Orion Advisor Solutions, Inc.
97810030 24 Feb 2023 | on 19 Mar 2024
| Providing temporary use of online, non-downloadable enterprise softwar... Class 042 Class 042 Computer & Software Services & Scientific Services Providing temporary use of online, non-downloadable enterprise software for customer relationship management for financial professionals | | | REDTAIL EMAIL Orion Advisor Solutions, Inc.
97799290 17 Feb 2023 | on 23 Jan 2024
| Electronic storage of documents and archived e-mails Class 042 Class 042 Computer & Software Services & Scientific Services Electronic storage of documents and archived e-mails | | | REDTAIL IMAGING Orion Advisor Solutions, Inc.
97651419 27 Oct 2022 | on 23 Jan 2024
| Software as a service (SAAS) services featuring software for electroni... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service (SAAS) services featuring software for electronic document storage and management | | | REDTAIL SPEAK Orion Advisor Solutions, Inc.
97799724 17 Feb 2023 | on 23 Jan 2024
| Electronic storage services for archiving electronic data Class 042 Class 042 Computer & Software Services & Scientific Services Electronic storage services for archiving electronic data | | | ORION CUSTOM INDEXING Orion Advisor Solutions, Inc.
97751448 12 Jan 2023 | on 24 Oct 2023
| Investment advisory services; Investment management; Financial service... Class 036 Class 036 Insurance & Financial Services "CUSTOM INDEXING" | | | ORION COMPLIANCE Orion Advisor Solutions, Inc.
97596507 19 Sep 2022 | on 24 Oct 2023
| Software as a service (SAAS) services featuring software for helping c... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service (SAAS) services featuring software for helping compliance officers maintain an effective compliance program | |