PARTICIPANT INVESTMENT PLANNER Trademark
Trademark Overview
On Monday, July 7, 1997, a trademark application was filed for PARTICIPANT INVESTMENT PLANNER with the United States Patent and Trademark Office. The USPTO has given the PARTICIPANT INVESTMENT PLANNER trademark a serial number of 75320277. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 29, 2021. This trademark is owned by Smith Barney Inc.. The PARTICIPANT INVESTMENT PLANNER trademark is filed in the Insurance & Financial Services category with the following description:
financial and investment services, namely, providing financial and investment information concerning asset allocation to participants in 401(k) retirement plans
General Information
| Serial Number | 75320277 |
| Word Mark | PARTICIPANT INVESTMENT PLANNER |
| Filing Date | Monday, July 7, 1997 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, October 29, 2021 |
| Registration Number | 2273373 |
| Registration Date | Tuesday, August 31, 1999 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 8, 1999 |
Trademark Statements
| Goods and Services | financial and investment services, namely, providing financial and investment information concerning asset allocation to participants in 401(k) retirement plans |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, October 29, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, October 30, 1992 |
| First Use In Commerce Date | Friday, October 30, 1992 |
Trademark Owner History
| Party Name | MORGAN STANLEY DOMESTIC HOLDINGS, INC. |
| Party Type | 33 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10036 |
| Party Name | MORGAN STANLEY SMITH BARNEY HOLDINGS LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PURCHASE, NY 10577 |
| Party Name | CITIGROUP GLOBAL MARKETS INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10013 |
| Party Name | Smith Barney Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10013 |
| Party Name | Smith Barney Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10013 |
| Party Name | Smith Barney Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10013 |
Trademark Events
| Event Date | Event Description |
| Friday, October 29, 2021 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Friday, August 31, 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, February 8, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, March 31, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 29, 2009 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Saturday, June 13, 2009 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, June 13, 2009 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, May 29, 2009 | ASSIGNED TO PARALEGAL |
| Tuesday, May 26, 2009 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, August 18, 2006 | CASE FILE IN TICRS |
| Friday, October 28, 2005 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, October 12, 2005 | ASSIGNED TO PARALEGAL |
| Tuesday, August 30, 2005 | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED |
| Tuesday, August 30, 2005 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, August 5, 2005 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, August 5, 2005 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, August 31, 1999 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 8, 1999 | PUBLISHED FOR OPPOSITION |
| Friday, May 7, 1999 | NOTICE OF PUBLICATION |
| Wednesday, March 24, 1999 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 4, 1999 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 23, 1999 | FINAL REFUSAL MAILED |
| Friday, November 6, 1998 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 29, 1998 | NON-FINAL ACTION MAILED |
| Tuesday, March 3, 1998 | NON-FINAL ACTION MAILED |
| Tuesday, February 17, 1998 | ASSIGNED TO EXAMINER |
