| ORION CONNECT ORION ADVISOR TECHNOLOGY, LLC
86451701 12 Nov 2014 | on 10 May 2023
| Electronic financial trading services Class 036 Class 036 Insurance & Financial Services Electronic financial trading services | | | PROTECT, LIVE, DREAM Orion Advisor Technology, LLC
90359921 04 Dec 2020 | on 22 Nov 2022
| Providing an on-line computer web site that provides commercial financ... Class 035 Class 035 Advertising, Business & Retail Services Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information Class 042 Class 042 Computer & Software Services & Scientific Services Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance and advisory billing features | | | ORION MARKET*R Orion Advisor Technology, LLC
90453312 07 Jan 2021 | on 31 May 2022
| Providing an on-line computer web site that provides commercial financ... Class 035 Class 035 Advertising, Business & Retail Services The color(s) cyan, grey, and white is/are claimed as a feature of the mark. Class 042 Class 042 Computer & Software Services & Scientific Services The mark consists of a white rectangle outlined in a cyan border which is interrupted in the upper left corner with a cyan colored five pointed star with a white center to the left of the stylized grey wording "ORION", beneath which and inside the rectangle is the stylized grey wording "MARKET*R" with the five pointed star appearing in cyan with a white center. | | | ORION MARKET*R Orion Advisor Technology, LLC
90453030 07 Jan 2021 | on 24 May 2022
| Providing an on-line computer web site that provides commercial financ... Class 035 Class 035 Advertising, Business & Retail Services ORION MARKET; MARKETER Class 042 Class 042 Computer & Software Services & Scientific Services Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information | | | POWERING THE ADVISOR-CLIENT JOURNEY Orion Advisor Technology, LLC
90226945 30 Sep 2020 | on 22 Jun 2021
| Providing an on-line computer web site that provides commercial financ... Class 035 Class 035 Advertising, Business & Retail Services Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information Class 042 Class 042 Computer & Software Services & Scientific Services Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information | | | PROSPECT, PLAN, INVEST, ACHIEVE Orion Advisor Technology, LLC
90227139 30 Sep 2020 | on 15 Jun 2021
| Providing a web site featuring technology that enables users to utiliz... Class 035 Class 035 Advertising, Business & Retail 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 Class 042 Class 042 Computer & Software Services & Scientific Services Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information | | | ORION CLIENT EXPERIENCE ORION ADVISOR TECHNOLOGY, LLC
88457034 03 Jun 2019 | on 29 Dec 2020
| Electronic financial trading services,Electronic financial trading ser... Class 035 Class 035 Advertising, Business & Retail Services Electronic financial trading services Class 036 Class 036 Insurance & Financial Services Electronic financial trading services Class 042 Computer & Software Services & Scientific Services Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information | | | ORION PLANNING ORION ADVISOR TECHNOLOGY, LLC
88456999 03 Jun 2019 | on 03 Nov 2020
| Providing a web site featuring technology that enables users to create... Class 035 Class 035 Advertising, Business & Retail Services Providing a web site featuring technology that enables users to create wealth planning strategies based on potential various financial scenarios Class 036 Class 036 Insurance & Financial Services Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information Class 042 Computer & Software Services & Scientific Services "PLANNING" | | | ORION PORTFOLIO SOLUTIONS ORION ADVISOR TECHNOLOGY, LLC
88167910 24 Oct 2018 | on 20 Oct 2020
| Electronic financial trading services,Providing a web site featuring t... Class 036 Class 036 Insurance & Financial Services Electronic financial trading services Class 042 Class 042 Computer & Software Services & Scientific Services "PORTFOLIO SOLUTIONS" | | | ORION ADVISOR TECHNOLOGY ORION ADVISOR TECHNOLOGY, LLC
88069662 08 Aug 2018 | on 11 Feb 2020
| Providing a web site featuring technology that enables users to utiliz... Class 035 Class 035 Advertising, Business & Retail Services Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information Class 036 Class 036 Insurance & Financial Services "ADVISOR TECHNOLOGY" Class 042 Computer & Software Services & Scientific 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 | | 
