BNY PERSHING ADVISOR MATCH
Dead / Abandoned — Abandoned — failure to respond (as of 21 Jan 2026)
What this means for you
This application is over — abandoned 08 Jan 2026. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 99122087
- Mark type
- Stylized text
- Filed
- 04 Apr 2025
- Abandoned
- 08 Jan 2026
- Attorney of record
- Joshua W. Newman
Goods and services
- Class 035 — Advertising and business 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
- Class 042 — Scientific and technological 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
Owner
- The Bank of New York Mellon, New York, NY, US
Prosecution history
- 21 Jan 2026 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
- 21 Jan 2026 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
- 07 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 07 Oct 2025 — NON-FINAL ACTION E-MAILED
- 07 Oct 2025 — NON-FINAL ACTION WRITTEN
- 07 Oct 2025 — ASSIGNED TO EXAMINER
- 06 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 04 Apr 2025 — APPLICATION FILING RECEIPT MAILED
- 04 Apr 2025 — NEW APPLICATION ENTERED