USPTO serial 99281666
CONCENTRATED STOCK SOLUTIONS BY MORGAN STANLEY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 19, 2026
- Examiner
- BECKER, JOSEPH RAPHAEL
- Law office
- TMO LAW OFFICE 122
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
New York, NY, US
New York, NY, US
New York, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Dorothy R. Whitney
Dorothy R. Whitney Cowan, Liebowitz & Latman, P.C.114 West 47th StreetNew York, NY 10036United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, providing investment advice regarding diversification strategies, charitable giving strategies, risk management and tax efficiency regarding clients' stock portfolios | ACTIVE | Jun 27, 2025 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Morgan Stanley
- Other trademarks owned by Morgan Stanley
- Other trademarks owned by Morgan Stanley
- Other trademarks in Class 036
- Similar marks named CONCENTRATED STOCK SOLUTIONS BY MORGAN STANLEY
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 19, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 19, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 19, 2026 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Mar 31, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 31, 2026 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Mar 25, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 4, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 24, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 24, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 24, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 4, 2025 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 4, 2025 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 4, 2025 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 2, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 18, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 14, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 14, 2025 | NWAP | NEW APPLICATION ENTERED | — |