| WEALTHSTART BNY MELLON ADVISORS, INC.
87327292 07 Feb 2017 | on 12 Feb 2024
| Financial services, namely, managed account investment services Class 036 Class 036 Insurance & Financial Services Financial services, namely, managed account investment services | | | MANAGED360 BNY MELLON ADVISORS, INC.
86850461 16 Dec 2015 | on 14 Jan 2023
| PROVIDING AN ONLINE, NON-DOWNLOADABLE INFORMATION DELIVERY, TRANSACTIO... Class 036 Class 036 Insurance & Financial Services FINANCIAL AND INVESTMENT MANAGEMENT SERVICES; MANAGED ACCOUNT INVESTMENT SERVICES Class 042 Class 042 Computer & Software Services & Scientific Services PROVIDING AN ONLINE, NON-DOWNLOADABLE INFORMATION DELIVERY, TRANSACTION MANAGEMENT AND REPORTING SOFTWARE PLATFORM VIA A GLOBAL COMPUTER NETWORK TO ENABLE USERS TO ACCESS MANAGED ACCOUNT ADVISORY SOLUTIONS, GENERATE INVESTMENT PORTFOLIOS, OPEN NEW ACCOUNTS, PERFORM ACCOUNT MAINTENANCE, GENERATE PERFORMANCE REPORTS, ASSIST IN INVESTMENT SELECTION, PERFORM PORTFOLIO ANALYTICS, CONDUCT BILLING AND FEE PROCESSING, ACCESS EDUCATIONAL AND TRAINING RESOURCES AND INVESTMENT SOLUTIONS AND RESEARCH | | | PERFORMANCELINK BNY MELLON ADVISORS, INC.
78468755 17 Aug 2004 | on 21 Apr 2017
| Financial management and investment services, namely, providing platfo... Class 036 Class 036 Insurance & Financial Services Financial management and investment services, namely, providing platform for investment professionals and broker/dealers to offer customers ability to link retail accounts with managed accounts and obtain consolidated performance reporting | | | INVESTOR WORKSTATION BNY MELLON ADVISORS, INC.
78470307 19 Aug 2004 | on 25 Sep 2016
| Providing temporary use of non-downloadable computer software for mana... Class 042 Class 042 Computer & Software Services & Scientific Services Providing temporary use of non-downloadable computer software for managing financial investments via the Internet | | | ADVISORPORT BNY MELLON ADVISORS, INC.
78323846 06 Nov 2003 | on 17 Mar 2016
| TECHNOLOGY SUPPORT SERVICES, NAMELY, TROUBLESHOOTING OF COMPUTER HARDW... Class 035 Class 035 Advertising, Business & Retail Services FINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISORS, PROGRAM SPONSORS AND INVESTMENT MANAGERS, NAMELY, ADMINISTRATION OF INVESTMENT ACCOUNTS, INVESTMENT ACCOUNT MANAGEMENT, RESEARCH AND ANALYSIS IN THE FIELD OF INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT ACCOUNT SERVICES IN THE NATURE OF DETERMINING PORTFOLIO ALLOCATIONS BASED ON CLIENT PROFILES; ASSET ALLOCATION ANALYSIS IN CONNECTION WITH INVESTMENTS; INVESTMENT ACCOUNT PEFORMANCE MONITORING; AND CUSTOMIZED REPORT GENERATION PERTAINING TO INVESTMENT ACCOUNT PERFORMANCE; WEB-BASED CLIENT PROFILE ANALYSIS FOR DETERMINING CLIENT FINANCIAL ASSET ALLOCATION Class 036 Class 036 Insurance & Financial Services ADVISOR PORT Class 041 Education and Entertainment Services BACK-OFFICE SUPPORT SERVICES, NAMELY, BOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES; INVESTMENT FUND ACCOUNTING
Class 042 Computer & Software Services & Scientific Services TECHNOLOGY SUPPORT SERVICES, NAMELY, TROUBLESHOOTING OF COMPUTER HARDWARE AND SOFTWARE PROBLEMS ON A WEB-BASED PLATFORM FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS
Class 045 Personal & Legal & Social Services PRE-EMPLOYMENT BACKGROUND INVESTIGATIONS OF INVESTMENT MANAGERS | | 
