Trademark Overview
On Friday, April 4, 2025, a trademark application was filed for BNY PERSHING ADVISOR MATCH with the United States Patent and Trademark Office. The USPTO has given the BNY PERSHING ADVISOR MATCH trademark a serial number of 99122087. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, October 7, 2025. This trademark is owned by The Bank of New York Mellon. The BNY PERSHING ADVISOR MATCH trademark is filed in the Advertising, Business and Retail Services and Computer & Software Services & Scientific Services categories with the following description:
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
