MORGAN STANLEY WEALTH MANAGEMENT
Live / Registered — Registered and renewed (as of 13 Aug 2024)
What this means for you
Registered since 01 Jul 2014. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 01 Jul 2034: the §8 & §9 renewal).
Record
- Serial number
- 86059729
- Registration number
- 4559009
- Mark type
- Slogan / phrase
- Filed
- 09 Sept 2013
- Published for opposition
- 15 Apr 2014
- Registered
- 01 Jul 2014
- Next maintenance filing
- §8 & §9 renewal, due by 01 Jul 2034 (grace period to 01 Jan 2035)
- Attorney of record
- Dorothy R. Whitney
Goods and services
- Class 036 — Insurance and financial services: 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
Owner
- MORGAN STANLEY DOMESTIC HOLDINGS, LLC, NEW YORK, NY, US
- MORGAN STANLEY DOMESTIC HOLDINGS, INC., NEW YORK, NY, US
- Morgan Stanley Smith Barney Holdings LLC, Purchase, NY, US
- Morgan Stanley Smith Barney Holdings LLC, Purchase, NY, US
- Morgan Stanley Smith Barney Holdings LLC, Purchase, NY, US
Prior registrations
Board proceedings on this mark
The owner also pleads this mark in 1 other Board proceeding.
Prosecution history
- 13 Aug 2024 — REGISTERED-SUBSEQUENT SEC. 8 (10 YR) ACCEPTED/SEC. 9 GRANTED
- 25 Jul 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 25 Jul 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 30 Apr 2024 — TEAS SECTION 8 & 9 RECEIVED
- 20 Sept 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 01 Jul 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 Sept 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 14 Sept 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 13 Sept 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 01 Jul 2020 — TEAS SECTION 8 & 15 RECEIVED
- 01 Jul 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 08 Feb 2017 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 31 Mar 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 01 Jul 2014 — REGISTERED-PRINCIPAL REGISTER
- 15 Apr 2014 — PUBLISHED FOR OPPOSITION