BNY PERSHING ADVISOR MATCH

Trademark usage description

referrals in the field of wealth management, investment management and financial planning; providing on-line referrals in the field of wealth manageme Read More

Classification Information

Class [035]
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 field of wealth management, investment management, and financial planning, namely, evaluating, qualifying, matching, and connecting qualified investors with registered investment advisors; lead generation services

Classification kind code

Class [042]
Providing temporary use of online non-downloadable software for lead generation in the field of wealth management; providing temporary use of online 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 online 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 temporary use of online non-downloadable software using artificial intelligence (AI) for enabling registered investment advisors to access and evaluate qualified sales leads

Classification kind code

Mark Details

Serial Number

2390339

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 30 on 3^rd Apr 2025	Filed
Submitted for opposition 1 on 3^rd Apr 2025	Created
Submitted for opposition 31 on 3^rd Apr 2025	Formalized