MORGAN STANLEY & CO. LLC

Agent

Name	Role	Address
C T CORPORATION SYSTEM	Agent	28 LIBERTY ST., NEW YORK, NY, 10005

DOS Process Agent

Name	Role	Address
MORGAN STANLEY & CO. LLC	DOS Process Agent	1585 BROADWAY, New York, NY, United States, 10036

History

Start date	End date	Type	Value
2019-06-05	2023-06-08	Address	28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2019-01-28	2023-06-08	Address	28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2019-01-28	2019-06-05	Address	28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2011-06-02	2019-01-28	Address	111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent)
2011-06-02	2019-01-28	Address	111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
230608000278	2023-06-08	BIENNIAL STATEMENT	2023-06-01
210614060362	2021-06-14	BIENNIAL STATEMENT	2021-06-01
190605060189	2019-06-05	BIENNIAL STATEMENT	2019-06-01
SR-57639	2019-01-28	CERTIFICATE OF CHANGE	2019-01-28
SR-57640	2019-01-28	CERTIFICATE OF CHANGE	2019-01-28

CFPB Complaint

Date:

2024-12-07

Issue:

Closing an account

Product:

Checking or savings account

Company Response:

Closed with explanation

Consumer Consent Provided:

Consent provided

CFPB Link:

View complaint on CFPB website

Date:

2024-07-16

Issue:

Closing an account

Product:

Checking or savings account

Company Response:

Closed with explanation

Consumer Consent Provided:

Consent not provided

CFPB Link:

View complaint on CFPB website

Date:

2024-01-04

Issue:

Managing an account

Product:

Checking or savings account

Company Response:

Closed with explanation

Consumer Consent Provided:

Consent not provided

CFPB Link:

View complaint on CFPB website

Date:

2023-06-20

Issue:

Trouble during payment process

Product:

Mortgage

Company Response:

Closed with explanation

Consumer Consent Provided:

Other

CFPB Link:

View complaint on CFPB website

Date:

2023-05-05

Issue:

Opening an account

Product:

Checking or savings account

Company Response:

Closed with explanation

Consumer Consent Provided:

Other

CFPB Link:

View complaint on CFPB website

Trademarks Section

Serial Number:

97612583

Mark:

OLD SCHOOL GRIT NEW WORLD IDEAS

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2022-09-29

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

OLD SCHOOL GRIT NEW WORLD IDEAS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

INVESTMENT BANKING SERVICES; BANKING SERVICES; FINANCIAL INVESTMENT SERVICES IN THE NATURE OF UNDERWRITING, DISTRIBUTION, AND TRADING OF SECURITIES; FINANCIAL SERVICES IN THE NATURE OF FINANCIAL ADVISORY IN THE FIELDS OF MERGER, ACQUISITION, RESTRUCTURING AND OTHER CORPORATE FINANCE ACTIVITIES; STOC...

First Use:

2023-01-24

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

97520201

Mark:

ASKRESEARCH

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2022-07-26

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

ASKRESEARCH

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

PROVIDING FINANCIAL INVESTMENT RESEARCH INFORMATION TO CLIENTS VIA A LIVE CHAT TOOL COMPOSED OF AN ELECTRONIC DIGITAL ASSISTANT AND RESEARCH ANALYSTS

First Use:

2021-08-31

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

97490756

Mark:

WHAT CAN BE

Status:

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

Mark Type:

SERVICE MARK

Application Filing Date:

2022-07-06

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

WHAT CAN BE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

INVESTMENT BANKING SERVICES; BANKING SERVICES; FINANCIAL SERVICES IN THE NATURE OF UNDERWRITING, DISTRIBUTION AND TRADING OF SECURITIES; FINANCIAL SERVICES IN THE NATURE OF MERGER, ACQUISITION, RESTRUCTURING AND OTHER CORPORATE FINANCE ACTIVITIES; STOCK BROKERAGE AND RESEARCH SERVICES; INVESTMENT MA...

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

97490745

Mark:

MORE IS WHAT WE DO

Status:

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

Mark Type:

SERVICE MARK

Application Filing Date:

2022-07-06

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

MORE IS WHAT WE DO

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

INVESTMENT BANKING SERVICES; BANKING SERVICES; FINANCIAL SERVICES IN THE NATURE OF UNDERWRITING, DISTRIBUTION AND TRADING OF SECURITIES; FINANCIAL SERVICES IN THE NATURE OF MERGER, ACQUISITION, RESTRUCTURING AND OTHER CORPORATE FINANCE ACTIVITIES; STOCK BROKERAGE AND RESEARCH SERVICES; INVESTMENT MA...

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

97432559

Mark:

MORGAN STANLEY ACTIVE FLEX PORTFOLIOS

Status:

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

Mark Type:

SERVICE MARK

Application Filing Date:

2022-05-27

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

MORGAN STANLEY ACTIVE FLEX PORTFOLIOS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

FINANCIAL AND INVESTMENT SERVICES, namely, PROVIDING INVESTMENT PORTFOLIOS THAT MANAGE INVESTMENT RISK AND VOLATILITY; PROVIDING INVESTMENT AND FINANCIAL ADVISORY SERVICES TO CUSTOMERS REGARDING MANAGEMENT OF THE CUSTOMERS' ASSETS

First Use:

2021-07-27

International Classes:

036 - Primary Class

Class Status:

Active

OSHA's Inspections within Industry

Inspection Summary

Date:

1983-07-12

Type:

Complaint

Address:

244 W 49 ST, New York -Richmond, NY, 10019

Safety Health:

Health

Scope:

Complete

Inspection Link:

View Inspection data on OSHA website

Court Cases

Court Case Summary

Filing Date:

2023-08-29

Status:

Pending

Nature Of Judgment:

Missing

Jury Demand:

Plaintiff demands jury

Nature Of Suit:

Civil Rights Employment

Parties

Party Name:

MEYERSBURG

Party Role:

Plaintiff

Party Name:

MORGAN STANLEY & CO. LLC

Party Role:

Defendant

Court Case Summary

Filing Date:

2022-07-19

Status:

Terminated

Nature Of Judgment:

no monetary award

Jury Demand:

Plaintiff demands jury

Nature Of Suit:

Americans with Disabilities Act - Other

Parties

Party Name:

HOBBS

Party Role:

Plaintiff

Party Name:

MORGAN STANLEY & CO. LLC

Party Role:

Defendant

Court Case Summary

Filing Date:

2017-02-07

Status:

Terminated

Nature Of Judgment:

no monetary award

Jury Demand:

Defendant demands jury

Nature Of Suit:

Civil Rights Employment

Parties

Party Name:

ZENGOTITA

Party Role:

Plaintiff

Party Name:

MORGAN STANLEY & CO. LLC

Party Role:

Defendant

Name:	MORGAN STANLEY & CO. LLC
Jurisdiction:	New York
Legal type:	FOREIGN LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	02 Jun 2011 (14 years ago)
Entity Number:	4101690
ZIP code:	10036
County:	New York
Place of Formation:	Delaware
Address:	1585 BROADWAY, New York, NY, United States, 10036

Company Details

Agent

DOS Process Agent

History

Filings

CFPB Complaint

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Goods And Services

OSHA's Inspections within Industry

Inspection Summary

Court Cases

Court Case Summary

Parties

Court Case Summary

Parties

Court Case Summary

Parties

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