RESEARCHFLEX

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 18 Nov 2025 filing date already counts against anyone who files later.

Record

Serial number

99502410

Mark type

Stylized text

Filed

18 Nov 2025

Published for opposition

14 Apr 2026

Attorney of record

Joshua W. Newman

Goods and services

• Class 036 — Insurance and financial services: Financial research; Financial research and information services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Providing information and research in the field of finance and financial investments; Mutual fund planning services; Mutual fund advisory services; Mutual fund analysis services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning and investment advisory services; Investment advice in the fields of mutual funds, exchange traded funds, separately managed accounts and alternative investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for institutional investors and financial advisors, namely, customized investment briefings and analyst reviews of mutual funds, exchange traded funds and alternative investments; Financial portfolio analysis services

Owner

• BNY Mellon Advisors, Inc., Pennington, NJ, US

Prosecution history

• 18 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 18 Mar 2026 — ASSIGNED TO EXAMINER
• 12 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 18 Nov 2025 — APPLICATION FILING RECEIPT MAILED
• 18 Nov 2025 — NEW APPLICATION ENTERED