POWERING THE ADVISOR-CLIENT JOURNEY
Filed: September 30, 2020
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial…
Owned by: Orion Advisor Technology, LLC
Serial Number: 90226945
PROSPECT, PLAN, INVEST, ACHIEVE
Filed: September 30, 2020
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial…
Owned by: Orion Advisor Technology, LLC
Serial Number: 90227139
PROTECT, LIVE, DREAM
Filed: December 4, 2020
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial…
Owned by: Orion Advisor Technology, LLC
Serial Number: 90359921
ORION MARKET*R
Filed: January 7, 2021
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial…
Owned by: Orion Advisor Technology, LLC
Serial Number: 90453030
ORION MARKET*R
Filed: January 7, 2021
Providing an on-line computer web site that provides commercial financial transaction data, account management, financial…
Owned by: Orion Advisor Technology, LLC
Serial Number: 90453312