Multiple Discipline Account Trademark Details

Multiple Discipline Account was registered on Tuesday, February 20, 2001 and is currently owned by Morgan Stanley Smith Barney Holdings LLC under the registration number 2430541 . This mark is alive with a status of Registered and Renewed. The last case file activity for this mark occured 13 years ago on Wednesday, March 16, 2011, according to the United State Patent & Trademark Office

Word Mark	Multiple Discipline Account
Status	Alive Registered 800 — Registered and Renewed

Current Owner

Morgan Stanley Smith Barney Holdings LLC of Purchase, NY

View all trademarks for Morgan Stanley Smith Barney Holdings LLC

Other Trademarks for Morgan Stanley Smith Barney Holdings LLC

Previous Owners

Salomon Smith Barney Inc. of New York, NY

View all trademarks for Salomon Smith Barney Inc.

Other Trademarks for Salomon Smith Barney Inc.

Clearbridge Advisors, LLC of Baltimore, MD

View all trademarks for Clearbridge Advisors, LLC

Other Trademarks for Clearbridge Advisors, LLC

Legg Mason Private Portfolio Group, LLC of Stamford, CT

View all trademarks for Legg Mason Private Portfolio Group, LLC

Serial Number	75703173
Registration Number	2430541
Status Date	Wednesday, March 16, 2011
Filing Date	Wednesday, March 16, 2011
Registration Date	Tuesday, February 20, 2001
Attorney	Baila H. Celedonia

Correspondent

Tracy A. Bacigalupo
Foley & Lardner LLP
90 Park Avenue
New York NY 10016

Case File Statements

Disclaimer with Predetermined Text	"Account"
Goods & Services	Financial Services, Namely Investing the Funds of Others Through the Provision of an Account Which Provides Multiple Investment Options for Financial Customers

Classifications

International Class Codes	036 — Class 36 includes mainly services rendered in financial and monetary affairs and services rendered in relation to insurance contracts of all kinds.
U.S. Class Codes	100, 101, 102
Status	6 — Active
Status Date	Monday, July 19, 1999
First Use Anywhere	Monday, December 1, 1997
First Use In Commerce	Monday, December 1, 1997
Primary Code	036

Trademark Timeline

Dec 01 1997

First use anywhere for the mark
Dec 01 1997

First use in commerce for the mark
May 11 1999

Trademark application filed with USPTO
Nov 17 1999

Assigned To Examiner
Dec 01 1999

Non-Final Action Mailed
Apr 25 2000

Correspondence Received In Law Office
Jul 10 2000

Final Refusal Mailed
Nov 16 2000

Jurisdiction Restored To Examining Attorney
Nov 16 2000

Ex Parte Appeal-Instituted
Nov 30 2000

Approved For Registration Supplemental Register
Feb 20 2001

Registered-Supplemental Register
Feb 20 2001

Trademark officially registered with the USPTO
Dec 04 2006

Case File In Ticrs
Mar 21 2007

Attorney Revoked And/or Appointed
Mar 21 2007

Teas Revoke/appoint Attorney Received
Mar 21 2007

Assignment of Ownership Not Updated Automatically
Mar 28 2007

Automatic Update of Assignment of Ownership
Apr 17 2007

Registered - Sec. 8 (6-Yr) Filed
Apr 17 2007

Teas Section 8 Received
Apr 18 2007

Automatic Update of Assignment of Ownership
May 15 2007

Assigned To Paralegal
May 24 2007

Registered - Sec. 8 (6-Yr) Accepted
May 21 2008

Assignment of Ownership Not Updated Automatically
Jul 29 2009

Automatic Update of Assignment of Ownership
Feb 24 2011

Teas Section 8 & 9 Received
Mar 16 2011

Registered and Renewed (first Renewal - 10 Yrs)
Mar 16 2011

Registered - Sec. 8 (10-Yr) Accepted/sec. 9 Granted
Nov 26 2011

Teas Change of Correspondence Received