Serial Number:
99122087
Mark:
BNY PERSHING ADVISOR MATCH
Status:
New Application-Record initialized not assigned to examiner
Status Date:
04-04-2025
Filing Date:
Registration Number:
N/A
Registration Date:
N/A
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 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
Mark Description:
N/A
Class:
Scientific and technological services
Type of Mark:
Servicemark
Published for Opposition Date:
N/A
Owner:
Mark Drawing Status:
4
Abandon Date:
N/A
Business Name:
10 SOUTH WACKER DRIVE
Correspondent Name:
