HIDDENLEVERS
Filed: April 16, 2021
Financial investment analysis and stock research; Financial risk assessment services
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 90650606
ORION HIDDENLEVERS
Filed: April 16, 2021
Financial investment analysis and stock research; Financial risk assessment services
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 90650627
Image Trademark
Filed: April 16, 2021
Financial investment analysis and stock research; Financial risk assessment services
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 90650723
3D RISK
Filed: June 10, 2021
Financial risk assessment services; Investment risk assessment services
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 90765922
ORION RISK INTELLIGENCE
Filed: August 15, 2022
Financial investment analysis and stock research; Financial risk assessment services; Investment risk assessment services…
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97548317
ORION RISK INTELLIGENCE
Filed: August 31, 2022
Financial investment analysis and stock research; Financial risk assessment services; Investment risk assessment services…
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97573268
ORION COMPLIANCE
Filed: September 19, 2022
Software as a service (SAAS) services featuring software for helping compliance officers maintain an effective compliance…
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97596473
ORION COMPLIANCE
Filed: September 19, 2022
Software as a service (SAAS) services featuring software for helping compliance officers maintain an effective compliance…
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97596507
REDTAIL CAMPAIGNS
Filed: October 18, 2022
Software as a service (SAAS) services featuring software for custom development of marketing campaigns for use by financial…
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97636840
REDTAIL CRM
Filed: October 27, 2022
Software as a service (SAAS) services featuring software for customer relationship management
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97651371
REDTAIL IMAGING
Filed: October 27, 2022
Software as a service (SAAS) services featuring software for electronic document storage and management
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97651419
ORION CUSTOM INDEXING
Filed: January 12, 2023
Investment advisory services; Investment management; Financial services, namely, coordination, within a single account,…
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97751448
BEFI20
Filed: February 17, 2023
Financial planning, namely, a behavioral finance assessment
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97799218
REDTAIL EMAIL
Filed: February 17, 2023
Electronic storage of documents and archived e-mails
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97799290
REDTAIL SPEAK
Filed: February 17, 2023
Electronic storage services for archiving electronic data
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97799724
POWERING ADVISORS. WINNING FOR INVESTORS.
Filed: February 22, 2023
Providing a web site featuring technology that enables users to seamlessly attract new clients; connect planning goals to…
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97806636
REDTAIL
Filed: February 24, 2023
Providing temporary use of online, non-downloadable enterprise software for customer relationship management for financial…
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97810030
ORION ADVISOR ACADEMY
Filed: February 27, 2023
Educational services, namely, providing on-line continuing education courses, resources, and tools in the field of financial…
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97813987
ORION OCIO
Filed: February 28, 2023
Investment advisory services
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97814951
ORION STACKS
Filed: March 1, 2023
Application service provider (ASP) featuring software for use in advisory portfolio accounting, client account management…
Owned by: Orion Advisor Solutions, Inc.
Serial Number: 97818628
