SMITH BARNEY PERSONAL WEALTH AUDIT Trademark
Trademark Overview
On Monday, April 28, 2003, a trademark application was filed for SMITH BARNEY PERSONAL WEALTH AUDIT with the United States Patent and Trademark Office. The USPTO has given the SMITH BARNEY PERSONAL WEALTH AUDIT trademark a serial number of 78242681. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, December 17, 2010. This trademark is owned by Citigroup Global Markets Inc.. The SMITH BARNEY PERSONAL WEALTH AUDIT trademark is filed in the Insurance & Financial Services category with the following description:
FINANCIAL PLANNING SERVICES, NAMELY, CUSTOMIZED ANALYSES OF INVESTORS' OBJECTIVES AND PORTFOLIOS TO ASSESS CURRENT FINANCIAL PLANNING CIRCUMSTANCES AND PROVIDE SUGGESTIONS FOR IMPROVEMENT
General Information
| Serial Number | 78242681 |
| Word Mark | SMITH BARNEY PERSONAL WEALTH AUDIT |
| Filing Date | Monday, April 28, 2003 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 17, 2010 |
| Registration Number | 2840288 |
| Registration Date | Tuesday, May 11, 2004 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 17, 2004 |
Trademark Statements
| Disclaimer with Predetermined Text | "PERSONAL WEALTH AUDIT" |
| Goods and Services | FINANCIAL PLANNING SERVICES, NAMELY, CUSTOMIZED ANALYSES OF INVESTORS' OBJECTIVES AND PORTFOLIOS TO ASSESS CURRENT FINANCIAL PLANNING CIRCUMSTANCES AND PROVIDE SUGGESTIONS FOR IMPROVEMENT |
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, December 17, 2010 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 12, 2002 |
| First Use In Commerce Date | Wednesday, June 12, 2002 |
Trademark Owner History
| Party Name | MORGAN STANLEY SMITH BARNEY HOLDINGS LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PURCHASE, NY 10577 |
| Party Name | Citigroup Global Markets Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10013 |
| Party Name | Citigroup Global Markets Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10013 |
| Party Name | Citigroup Global Markets Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10013 |
Trademark Events
| Event Date | Event Description |
| Friday, December 17, 2010 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, July 29, 2009 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, May 11, 2004 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 17, 2004 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 28, 2004 | NOTICE OF PUBLICATION |
| Thursday, November 13, 2003 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, November 6, 2003 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, November 6, 2003 | ASSIGNED TO EXAMINER |
