Morgan Stanley was founded in New York on September 5, 1935, by Henry S. Morgan, and Harold Stanley of J. P. Morgan & Co. along with others from Drexel & Co. This split of the commercial and investment banks came as a result of the Glass-Steagall Act. Within its first year it achieved 24% of market share among public offerings. In 1964 Morgan Stanley created the first computer model for financial analysis. By 1971 the Mergers & Acquisitions business was established along with Sales & Trading. In 1986 Morgan Stanley Group, Inc. became publicly listed.
In 1996, Morgan Stanley acquired Van Kampen American Capital (website), a respected mutual fund company.
On February 5, 1997, the company was acquired by Dean Witter, Discover & Co. (a.k.a. Dean Witter Reynolds) the spun-off financial services business of Sears Roebuck. The merged company was briefly known as "Morgan Stanley Dean Witter Discover & Co." until 1998 when it was known as "Morgan Stanley Dean Witter & Co." until late 2001. To foster brand recognition and marketing the Dean Witter name was dropped and the firm became "Morgan Stanley". The merger was controversial, and the firm lost some of its blue chip status with its corporate client base.
22 September 2002, New York Times, pg. B16 ad:
One client at a time.
Word Mark ONE CLIENT AT A TIME
Goods and Services IC 036. US 100 101 102. G & S: INVESTMENT BANKING SERVICES; FINANCIAL SERVICES IN THE NATURE OF UNDERWRITING, DISTRIBUTION, AND TRADING OF SECURITIES FOR OTHERS; FINANCIAL SERVICES IN THE NATURE OF MERGER, ACQUISITION, AND RESTRUCTURING; SECURITIES BROKERAGE SERVICES; INVESTMENT RESEARCH SERVICES; INVESTMENT MANAGEMENT AND ADVICE; FINANCIAL SERVICES IN THE NATURE OF TRADING FUTURES, CURRENCIES, OPTIONS, FOREIGN EXCHANGE, AND COMMODITIES FOR OTHERS; FINANCIAL CLEARING HOUSE; SECURITIES CUSTODY SERVICES; PROVISION OF FINANCIAL INFORMATION; ESTATE PLANNING SERVICES; SECURITIES TRUSTEE SERVICES; EMPLOYEE PENSION ADMINISTRATION SERVICES; MUTUAL FUND BROKERAGE, DISTRIBUTION, AND INVESTMENT; DERIVATIVE INVESTMENT SECURITIES BROKERAGE; RISK MANAGEMENT SERVICES; INSURANCE BROKERAGE; INSURANCE ADMINISTRATION IN THE FIELDS OF HOME, VEHICLE, LIFE, ACCIDENT, AND PERSONAL LIABILITY INSURANCE; FINANCIAL PLANNING SERVICES; BANKING SERVICES; CREDIT CARD SERVICES AND ISSUING CREDIT CARDS; BROKERAGE OF INSURANCE FOR CREDIT CARDS; DEBIT CARD SERVICES AND ISSUING DEBIT CARDS; CHECK CARD SERVICES AND ISSUING CHECK CARDS; ADMINISTRATION OF CREDIT CARD INSURANCE, DEBIT CARD INSURANCE, AND CHECK CARD INSURANCE. FIRST USE: 20020300. FIRST USE IN COMMERCE: 20020300
Mark Drawing Code (1) TYPED DRAWING
Design Search Code
Serial Number 76350508
Filing Date December 19, 2001
Current Filing Basis 1A
Original Filing Basis 1B
Published for Opposition May 20, 2003
Registration Number 2860771
Registration Date July 6, 2004
Owner (REGISTRANT) MORGAN STANLEY CORPORATION DELAWARE 1585 BROADWAY NEW YORK NEW YORK 10036
Assignment Recorded ASSIGNMENT RECORDED
Attorney of Record Baila H. Celedonia
Prior Registrations 2378715;2415127
Type of Mark SERVICE MARK
Live/Dead Indicator LIVE