Legal Representation
Attorney
Joshua W. Newman
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 22, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 19, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Dec 19, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
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
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
Additional Information
Pseudo Mark
BANK OF NEW YORK MATCH
Classification
International Classes
035
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"“ADVISOR MATCH”"