Smith Barney Personal Wealth Audit Trademark Details

Smith Barney Personal Wealth Audit was registered on Tuesday, May 11, 2004 and is currently owned by Morgan Stanley Smith Barney Holdings LLC under the registration number 2840288 . This mark is dead with a status of Cancelled - Section 8. The last case file activity for this mark occured 13 years ago on Friday, December 17, 2010, according to the United State Patent & Trademark Office
Word Mark Smith Barney Personal Wealth Audit
Status Dead Registered 710 — Cancelled - Section 8

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

Citigroup Global Markets Inc. of Tampa, FL

View all trademarks for Citigroup Global Markets Inc.
Other Trademarks for Citigroup Global Markets Inc.
Serial Number 78242681
Registration Number 2840288
Status Date Friday, December 17, 2010
Filing Date Friday, December 17, 2010
Registration Date Tuesday, May 11, 2004
Attorney Dorothy R. Whitney

Correspondent

Dorothy R. Whitney
Cowan Liebowitz & Latman, P.C.
1133 Avenue of the Americas
New York, NY 10036-6799

Case File Statements

Disclaimer with Predetermined Text "Personal Wealth Audit"
Goods & Services Financial Planning Services, Namely, Customized Analyses of Investors' Objectives and Portfolios to Assess Current Financial Planning Circumstances and Provide Suggestions for Improvement

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 2 — Sec. 8 – Entire Registration
Status Date Friday, December 17, 2010
First Use Anywhere Wednesday, June 12, 2002
First Use In Commerce Wednesday, June 12, 2002
Primary Code 036

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