BNY ADVISOR MATCH

What this means for you

Not registered yet, but its 19 Dec 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99557457

Mark type

Stylized text

Filed

19 Dec 2025

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

• 22 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 19 Dec 2025 — APPLICATION FILING RECEIPT MAILED
• 19 Dec 2025 — NEW APPLICATION ENTERED