WEALTHCASE Trademark

Trademark Overview


On Thursday, June 27, 2013, a trademark application was filed for WEALTHCASE with the United States Patent and Trademark Office. The USPTO has given the WEALTHCASE trademark a serial number of 85971991. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, April 17, 2024. This trademark is owned by Morgan Stanley Smith Barney Holdings LLC. The WEALTHCASE trademark is filed in the Insurance & Financial Services category with the following description:

FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES
wealthcase

General Information


Serial Number85971991
Word MarkWEALTHCASE
Filing DateThursday, June 27, 2013
Status800 - REGISTERED AND RENEWED
Status DateWednesday, April 17, 2024
Registration Number4478007
Registration DateTuesday, February 4, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 19, 2013

Trademark Statements


Pseudo MarkWEALTH CASE
Goods and ServicesFINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 10, 2013
Primary Code036
First Use Anywhere DateWednesday, June 12, 2013
First Use In Commerce DateWednesday, June 12, 2013

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
Monday, July 1, 2013NEW APPLICATION ENTERED
Wednesday, July 10, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, July 11, 2013NOTICE OF PSEUDO MARK E-MAILED
Monday, October 7, 2013ASSIGNED TO EXAMINER
Tuesday, October 8, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 30, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 19, 2013PUBLISHED FOR OPPOSITION
Tuesday, November 19, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 4, 2014REGISTERED-PRINCIPAL REGISTER
Thursday, March 31, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 8, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, February 4, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, January 7, 2020TEAS SECTION 8 & 15 RECEIVED
Tuesday, March 3, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, March 3, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, March 3, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, February 4, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 20, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, December 11, 2023TEAS SECTION 8 & 9 RECEIVED
Wednesday, April 17, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, April 17, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, April 17, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, April 17, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED