PRESET DIVERSIFICATION PROGRAM Trademark

Trademark Overview


On Tuesday, July 20, 2010, a trademark application was filed for PRESET DIVERSIFICATION PROGRAM with the United States Patent and Trademark Office. The USPTO has given the PRESET DIVERSIFICATION PROGRAM trademark a serial number of 85088307. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, February 3, 2022. This trademark is owned by Morgan Stanley Smith Barney Holdings LLC. The PRESET DIVERSIFICATION PROGRAM trademark is filed in the Insurance & Financial Services category with the following description:

FINANCIAL SERVICES, NAMELY, INVESTMENT COUNSELING AND SECURITIES BROKERAGE SERVICES IN CONNECTION WITH EMPLOYEE STOCK OWNERSHIP
preset diversification program

General Information


Serial Number85088307
Word MarkPRESET DIVERSIFICATION PROGRAM
Filing DateTuesday, July 20, 2010
Status800 - REGISTERED AND RENEWED
Status DateThursday, February 3, 2022
Registration Number4018220
Registration DateTuesday, August 30, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 14, 2011

Trademark Statements


Goods and ServicesFINANCIAL SERVICES, NAMELY, INVESTMENT COUNSELING AND SECURITIES BROKERAGE SERVICES IN CONNECTION WITH EMPLOYEE STOCK OWNERSHIP
Disclaimer with Predetermined Text"PROGRAM"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, July 23, 2010
Primary Code036
First Use Anywhere DateThursday, December 21, 2000
First Use In Commerce DateThursday, December 21, 2000

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, September 20, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, February 3, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, February 3, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, February 3, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, February 3, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 25, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, August 30, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, March 28, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, March 28, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, March 28, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, February 8, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, January 25, 2017TEAS SECTION 8 & 15 RECEIVED
Tuesday, August 30, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, March 31, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, August 30, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, June 14, 2011PUBLISHED FOR OPPOSITION
Wednesday, May 25, 2011NOTICE OF PUBLICATION
Friday, May 6, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, May 5, 2011ASSIGNED TO LIE
Wednesday, April 20, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 29, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 28, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 28, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 19, 2010NON-FINAL ACTION MAILED
Tuesday, October 19, 2010NON-FINAL ACTION WRITTEN
Monday, October 18, 2010ASSIGNED TO EXAMINER
Friday, July 23, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, July 23, 2010NEW APPLICATION ENTERED