Application

Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2021)

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Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2021)

Trademark/Service Mark Application, Principal Register

Serial Number: 90327644

Filing Date: 11/18/2020

To the Commissioner for Trademarks:

MARK: MORGAN STANLEY IQ (Standard Characters, see mark)
The literal element of the mark consists of MORGAN STANLEY IQ. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Morgan Stanley, a corporation of Delaware, having an address of
      1585 Broadway
      New York, New York 10036
      United States
      XXXX

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

International Class 036:  FINANCIAL AND INVESTMENT SERVICES, NAMELY, ASSESSING AND IDENTIFYING INVESTMENT OPPORTUNITIES THAT ALIGN WITH A CLIENT'S SOCIAL AND ENVIRONMENTAL PREFERENCES

In International Class 036, the mark was first used by the applicant or the applicant's related company or licensee or predecessor in interest at least as early as 01/11/2018, and first used in commerce at least as early as 01/11/2018, and is now in use in such commerce. The applicant is submitting one(or more) specimen(s) showing the mark as used in commerce on or in connection with any item in the class of listed goods/services, consisting of a(n) advertising materials.

Original PDF file:
SPE0-655113918-2020111815 1010913911_._MORGAN_STANL EY_IQ_BROCHURE.pdf
Converted PDF file(s) (4 pages)
Specimen File1
Specimen File2
Specimen File3
Specimen File4
Original PDF file:
SPE0-655113918-2020111815 1010913911_._MORGAN_STANL EY_IQ_IMPACT_PROFILE_BUIL DER.pdf
Converted PDF file(s) (4 pages)
Specimen File1
Specimen File2
Specimen File3
Specimen File4


Claim of Active Prior Registration(s)
The applicant claims ownership of active prior U.S. Registration Number(s) 1707196, 4470389, 5942332, and others.


The owner's/holder's proposed attorney information: Dorothy R. Whitney. Other appointed attorneys are William M. Borchard, Jeffrey Chery, Dasha Chestukhin, Mary A. Donovan, Kieran G. Doyle, Robert J. English, Jeffrey H. Epstein, C. J. Erickson, Lynn S. Fruchter, Allison R. Furnari, Morton D. Goldberg, Lawrence Greene, Midge M. Hyman, Justin I. Karasick, Mary L. Kevlin, Thomas Kjellberg, Maryann E. Licciardi, Meichelle R. MacGregor, Joelle Milov, Mark Montague, Raphael Nemes, Reema Pangarkar, Ariana J. Sarfarazi, Joel Karni Schmidt, George C. Sciarrino, Eric J. Shimanoff, Deborah K. Squiers, Emily F. Stein, Brian Volk, Lyndsey Waddington, Ana Zhadina, and all other attorneys at Cowan, Liebowitz & Latman, P.C.. Dorothy R. Whitney of Cowan, Liebowitz & Latman, P.C., is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      114 West 47th Street
      New York, New York 10036
      United States
      212-790-9200(phone)
      212-575-0671(fax)
      trademark@cll.com
The docket/reference number is 24430-296.
Dorothy R. Whitney submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S. Commonwealth or territory.

The applicant's current Correspondence Information:

Dorothy R. Whitney

PRIMARY EMAIL FOR CORRESPONDENCE: trademark@cll.com        SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): drw@cll.com; fxm@cll.com Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).

A fee payment in the amount of $275 has been submitted with the application, representing payment for 1 class(es).

Declaration

	Basis: If the applicant is filing the application based on use in commerce under 15 U.S.C. § 1051(a): The signatory believes that the applicant is the owner of the trademark/service mark sought to be registered; The mark is in use in commerce and was in use in commerce as of the filing date of the application on or in connection with the goods/services in the application; The specimen(s) shows the mark as used on or in connection with the goods/services in the application and was used on or in connection with the goods/services in the application as of the application filing date; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate. And/Or If the applicant is filing the application based on an intent to use the mark in commerce under 15 U.S.C. § 1051(b), § 1126(d), and/or § 1126(e): The signatory believes that the applicant is entitled to use the mark in commerce; The applicant has a bona fide intention to use the mark in commerce and had a bona fide intention to use the mark in commerce as of the application filing date on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate.
	To the best of the signatory's knowledge and belief, no other persons, except, if applicable, concurrent users, have the right to use the mark in commerce, either in the identical form or in such near resemblance as to be likely, when used on or in connection with the goods/services of such other persons, to cause confusion or mistake, or to deceive.
	To the best of the signatory's knowledge, information, and belief, formed after an inquiry reasonable under the circumstances, the allegations and other factual contentions made above have evidentiary support.
	The signatory being warned that willful false statements and the like are punishable by fine or imprisonment, or both, under 18 U.S.C. § 1001, and that such willful false statements and the like may jeopardize the validity of the application or submission or any registration resulting therefrom, declares that all statements made of his/her own knowledge are true and all statements made on information and belief are believed to be true.

Declaration Signature

Signature: /Dorothy R. Whitney/   Date: 11/18/2020
Signatory's Name: Dorothy R. Whitney
Signatory's Position: Attorney of Record, NY Bar Member
Payment Sale Number: 90327644
Payment Accounting Date: 11/18/2020

Serial Number: 90327644
Internet Transmission Date: Wed Nov 18 15:31:42 ET 2020
TEAS Stamp: USPTO/BAS-XX.XX.XXX.XX-20201118153142344
911-90327644-750372eb7d6673751146c695e80
80133cf3c74e20df8822771e3e3cbb6296cf72a-
ET-31416739-20201118151010913911