MORGAN STANLEY WEALTH MANAGEMENT Trademark

Trademark Overview


On Monday, September 9, 2013, a trademark application was filed for MORGAN STANLEY WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the MORGAN STANLEY WEALTH MANAGEMENT trademark a serial number of 86059729. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, August 13, 2024. This trademark is owned by Morgan Stanley Smith Barney Holdings LLC. The MORGAN STANLEY WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

FINANCIAL AND INVESTMENT SERVICES, NAMELY, TRADING IN SECURITIES, OPTIONS, COMMODITIES, CORPORATE DEBT AND EQUITY, GOVERNMENT AND MUNICIPAL SECURITIES AND FUTURES AND FORWARDS CONTRACTS; BROKERAGE AND FINANCIAL ADVISORY SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE AND FINANCIAL PLANNING AND ADVISORY SERVICES; FINANCIAL INVESTMENT SERVICES, NAMELY, UNDERWRITING AND DISTRIBUTION OF SECURITIES; INVESTMENT MANAGEMENT AND ADVISORY SERVICES; FINANCIAL RESEARCH SERVICES
morgan stanley wealth management

General Information


Serial Number86059729
Word MarkMORGAN STANLEY WEALTH MANAGEMENT
Filing DateMonday, September 9, 2013
Status800 - REGISTERED AND RENEWED
Status DateTuesday, August 13, 2024
Registration Number4559009
Registration DateTuesday, July 1, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 15, 2014

Trademark Statements


Goods and ServicesFINANCIAL AND INVESTMENT SERVICES, NAMELY, TRADING IN SECURITIES, OPTIONS, COMMODITIES, CORPORATE DEBT AND EQUITY, GOVERNMENT AND MUNICIPAL SECURITIES AND FUTURES AND FORWARDS CONTRACTS; BROKERAGE AND FINANCIAL ADVISORY SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE AND FINANCIAL PLANNING AND ADVISORY SERVICES; FINANCIAL INVESTMENT SERVICES, NAMELY, UNDERWRITING AND DISTRIBUTION OF SECURITIES; INVESTMENT MANAGEMENT AND ADVISORY SERVICES; FINANCIAL RESEARCH SERVICES
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 17, 2013
Primary Code036
First Use Anywhere DateTuesday, September 25, 2012
First Use In Commerce DateTuesday, September 25, 2012

Trademark Owner History


Party NameMORGAN STANLEY DOMESTIC HOLDINGS, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNEW YORK, NY 10036

Party NameMORGAN STANLEY DOMESTIC HOLDINGS, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressNEW YORK, NY 10036

Party NameMorgan Stanley Smith Barney Holdings LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPurchase, NY 10577

Party NameMorgan Stanley Smith Barney Holdings LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPurchase, NY 10577

Party NameMorgan Stanley Smith Barney Holdings LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPurchase, NY 10577

Trademark Events


Event DateEvent Description
Wednesday, February 12, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 12, 2013NEW APPLICATION ENTERED
Tuesday, September 17, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, October 7, 2013ASSIGNED TO EXAMINER
Friday, October 11, 2013NON-FINAL ACTION WRITTEN
Tuesday, October 15, 2013NON-FINAL ACTION MAILED
Wednesday, February 8, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, February 12, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 13, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, February 13, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 4, 2014ASSIGNED TO LIE
Saturday, March 8, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, March 26, 2014NOTICE OF PUBLICATION
Tuesday, April 15, 2014PUBLISHED FOR OPPOSITION
Tuesday, July 1, 2014REGISTERED-PRINCIPAL REGISTER
Thursday, March 31, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, July 1, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, July 1, 2020TEAS SECTION 8 & 15 RECEIVED
Sunday, September 13, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, September 14, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, September 20, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, April 30, 2024TEAS SECTION 8 & 9 RECEIVED
Monday, September 14, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, July 1, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, July 25, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, July 25, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, August 13, 2024REGISTERED-SUBSEQUENT SEC. 8 (10 YR) ACCEPTED/SEC. 9 GRANTED