BNY PERSHING ADVISOR MATCH - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
99122087
Word Mark
BNY PERSHING ADVISOR MATCH
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2025-04-04
Filing Date
2025-04-04
Mark Drawing
4 - Standard character mark
Attorney Name
Statements
Goods and Services
Referrals in the field of wealth management, investment management and financial planning; Providing on-line referrals in the field of wealth management, investment management and financial planning; Referrals in the field of wealth management, investment management, and financial planning, namely, evaluating, qualifying, matching, and connecting qualified investors with registered investment advisors; Lead generation services
Goods and Services
Providing temporary use of on-line non-downloadable software for lead generation in the field of wealth management; Providing temporary use of on-line non-downloadable software for enabling qualified investors to search for registered investment advisors based on user-specified criteria and access curated registered investment advisor recommendations; Providing on-line non-downloadable software using artificial intelligence (AI) for enabling registered investment advisors to access financial models and evaluate the financial backgrounds, profiles, needs and goals of prospective wealth management clients for purposes of matching them with wealth management, investment management, and financial planning services, institutions or individuals; Providing on-line non-downloadable software using artificial intelligence (AI) for enabling registered investment advisors to access and evaluate qualified sales leads
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2025-04-04
Primary Code
035
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2025-04-04
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
42
Address
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Correspondences
Name
Joshua W. Newman Reed Smith LLP
Address
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Trademark Events
Event Date | Event Description |
2025-04-04 | NEW APPLICATION ENTERED |
2025-04-04 | APPLICATION FILING RECEIPT MAILED |