
| Serial Number | 97920374 |
| Word Mark | BALDWIN WEALTH MANAGEMENT |
| Filing Date | Thursday, May 4, 2023 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Monday, July 22, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | 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 |
| Goods and Services | Regulatory compliance consulting in the field of retirement plan administration |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 9, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 045 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, January 6, 2024 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | THE BALDWIN INSURANCE GROUP HOLDINGS, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | TAMPA, FL 33607 |
| Party Name | Baldwin Risk Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Tampa, FL 33607 |
| Event Date | Event Description |
| Tuesday, July 25, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, May 8, 2023 | NEW APPLICATION ENTERED |
| Tuesday, May 9, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, July 5, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, July 5, 2023 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 5, 2023 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 5, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, January 5, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 19, 2023 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, September 19, 2023 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, January 5, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, January 6, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 8, 2024 | FINAL REFUSAL WRITTEN |
| Monday, January 8, 2024 | FINAL REFUSAL E-MAILED |
| Monday, January 8, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, April 1, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, June 6, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, July 22, 2024 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Monday, July 22, 2024 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Monday, April 1, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |