USPTO trademark

ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS

RegisteredUSPTOWord markClass 36

"ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS" is a word mark owned by Morgan Stanley, filed at the USPTO on December 5, 2017. It is registered and covers class 36 (Insurance and Financial).

View Morgan Stanley portfolio Get this data via the API

Data current as of June 20, 2025Official USPTO record

As filed with the USPTO

Status: Registered; Since June 20, 2025
Filed: December 5, 2017
Registered: May 14, 2019
Expires: Not recorded
Application no.: 87708982
Registration no.: 5752330
Office: USPTO; United States Patent and Trademark Office
Mark type: Word mark; 1 class

Ownership

Who owns ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

Morgan Stanley

MS · New York, United States

230 trademarks in the portfolioView company

Representative

Richard L. Sampson

Davis, Malm & D'Agostine, P.C.

Goods and services

What the mark covers

The products and services ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS is filed for, grouped by Nice class.

36Class 36 · Insurance and Financial
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts

History

What has happened so far

Steps recorded by the USPTO, newest first.

June 20, 2025Notice of acceptance of sec. 8 & 15 - e-mailed
June 20, 2025Registered - sec. 8 (6-yr) accepted & sec. 15 ack.
June 20, 2025Case assigned to post registration paralegal
February 26, 2025Teas section 8 & 15 received
May 14, 2024Courtesy reminder - sec. 8 (6-yr) e-mailed
October 5, 2022Automatic update of assignment of ownership
September 28, 2022Automatic update of assignment of ownership
May 14, 2019Registered-principal register
April 12, 2019Notice of acceptance of statement of use e-mailed
April 11, 2019Allowed principal register - sou accepted

10 earlier steps on the official record.

FAQ

About ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS

Who owns the trademark "ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS"?

The USPTO trademark "ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS" (application 87708982) is owned by Morgan Stanley.

What is the status of "ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS"?

Its status at the USPTO is: registered.

When was "ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS" registered?

It was registered on May 14, 2019.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS and marks like it into your own product with one request.

GET/v1/trademarks/{id}
The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/events
Every step in the office history
GET/v1/proceedings?trademark_id={id}
Oppositions and cancellations against the mark

Get API key View docs

GET /v1/trademarks/{id}

ID=tm_019d2c62-b29f-749e-9abb-b73dfe9759de
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"

Response

{
  "id": "tm_019d2c62-b29f-749e-9abb-b73dfe9759de",
  "object": "trademark",
  "mark_text": "ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "87708982",
  "filing_date": "2017-12-05",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "MORGAN STANLEY",
      "entity_id": "ent_019f286d-6757-732a-86e2-13dda75797e1"
    }
  ]
}