BALDWIN WEALTH MANAGEMENT Trademark

Trademark Overview


On Thursday, May 4, 2023, a trademark application was filed for BALDWIN WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the BALDWIN WEALTH MANAGEMENT trademark a serial number of 97920374. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Monday, July 22, 2024. This trademark is owned by Baldwin Risk Partners, LLC. The BALDWIN WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services, Personal and Legal & Social Services categories with the following description:

Financial services, namely, wealth management services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Annuity services, namely, account and investment administration; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial forecasting and insurance consultancy services, namely, predictive modeling and forecasting of personal risk and insurance coverage needs; Insurance consulting, namely, advisory and risk assessment services in the field of asset and income protection

Regulatory compliance consulting in the field of retirement plan administration
baldwin wealth management

General Information


Serial Number97920374
Word MarkBALDWIN WEALTH MANAGEMENT
Filing DateThursday, May 4, 2023
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateMonday, July 22, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services, namely, wealth management services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Annuity services, namely, account and investment administration; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial forecasting and insurance consultancy services, namely, predictive modeling and forecasting of personal risk and insurance coverage needs; Insurance consulting, namely, advisory and risk assessment services in the field of asset and income protection
Goods and ServicesRegulatory compliance consulting in the field of retirement plan administration
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 9, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateSaturday, January 6, 2024
Primary Code045
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameTHE BALDWIN INSURANCE GROUP HOLDINGS, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressTAMPA, FL 33607

Party NameBaldwin Risk Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressTampa, FL 33607

Trademark Events


Event DateEvent Description
Tuesday, July 25, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, May 8, 2023NEW APPLICATION ENTERED
Tuesday, May 9, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, July 5, 2023ASSIGNED TO EXAMINER
Wednesday, July 5, 2023NON-FINAL ACTION WRITTEN
Wednesday, July 5, 2023NON-FINAL ACTION E-MAILED
Wednesday, July 5, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, January 5, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 19, 2023APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, September 19, 2023APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Friday, January 5, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, January 6, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, January 8, 2024FINAL REFUSAL WRITTEN
Monday, January 8, 2024FINAL REFUSAL E-MAILED
Monday, January 8, 2024NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, April 1, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Thursday, June 6, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, July 22, 2024ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Monday, July 22, 2024ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Monday, April 1, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED