MORGAN STANLEY CLIENT EXPERIENCE Trademark
Trademark Overview
On Tuesday, July 26, 2022, a trademark application was filed for MORGAN STANLEY CLIENT EXPERIENCE with the United States Patent and Trademark Office. The USPTO has given the MORGAN STANLEY CLIENT EXPERIENCE trademark a serial number of 97520074. The federal status of this trademark filing is REGISTERED as of Tuesday, September 19, 2023. This trademark is owned by Morgan Stanley Domestic Holdings, Inc.. The MORGAN STANLEY CLIENT EXPERIENCE trademark is filed in the Insurance & Financial Services category with the following description:
FINANCIAL AND INVESTMENT SERVICES, namely, PROVIDING CLIENTS WITH A PERSONALIZED FINANCIAL PLAN, INVESTMENT STRATEGY, UPDATES ON INVESTMENT PERFORMANCE AND CONTACTS WITH FINANCIAL ADVISORS
General Information
| Serial Number | 97520074 |
| Word Mark | MORGAN STANLEY CLIENT EXPERIENCE |
| Filing Date | Tuesday, July 26, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 19, 2023 |
| Registration Number | 7167839 |
| Registration Date | Tuesday, September 19, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 4, 2023 |
Trademark Statements
| Goods and Services | FINANCIAL AND INVESTMENT SERVICES, namely, PROVIDING CLIENTS WITH A PERSONALIZED FINANCIAL PLAN, INVESTMENT STRATEGY, UPDATES ON INVESTMENT PERFORMANCE AND CONTACTS WITH FINANCIAL ADVISORS |
| Disclaimer with Predetermined Text | "CLIENT EXPERIENCE" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 1, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, April 25, 2022 |
| First Use In Commerce Date | Monday, April 25, 2022 |
Trademark Owner History
| Party Name | MORGAN STANLEY DOMESTIC HOLDINGS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEW YORK, NY 10036 |
| Party Name | Morgan Stanley Domestic Holdings, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10036 |
| Party Name | Morgan Stanley Domestic Holdings, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10036 |
| Party Name | Morgan Stanley Domestic Holdings, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10036 |
Trademark Events
| Event Date | Event Description |
| Wednesday, September 20, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, September 19, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, September 19, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 4, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 4, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 14, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 30, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 24, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 24, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 24, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 18, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 18, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, May 18, 2023 | NON-FINAL ACTION WRITTEN |
| Thursday, May 11, 2023 | ASSIGNED TO EXAMINER |
| Monday, August 1, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 29, 2022 | NEW APPLICATION ENTERED |