BALDWIN WEALTH PARTNERS Trademark
Trademark Overview
On Thursday, August 1, 2024, a trademark application was filed for BALDWIN WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the BALDWIN WEALTH PARTNERS trademark a serial number of 98678375. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, July 2, 2025. This trademark is owned by Baldwin Brothers, LLC. The BALDWIN WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
financial and investment advice and consultation; financial portfolio management; family office services, namely, financial advisory and consultancy services relating to wealth management, estate management, tax planning, and philanthropic planning; providing a website featuring news and information in the fields of financial investments, financial planning, and trust and estate strategy
General Information
| Serial Number | 98678375 |
| Word Mark | BALDWIN WEALTH PARTNERS |
| Filing Date | Thursday, August 1, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, July 2, 2025 |
| 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 |
Trademark Statements
| Section 2(f) Limitation Statement | BALDWIN has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for sufficiently similar goods/services of active U.S. Registration No(s). 3183489 |
| Goods and Services | financial and investment advice and consultation; financial portfolio management; family office services, namely, financial advisory and consultancy services relating to wealth management, estate management, tax planning, and philanthropic planning; providing a website featuring news and information in the fields of financial investments, financial planning, and trust and estate strategy |
| NOT AVAILABLE | WEALTH PARTNERS |
Classification Information
| 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 | Thursday, August 1, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, July 17, 2024 |
| First Use In Commerce Date | Wednesday, July 17, 2024 |
Trademark Owner History
| Party Name | Baldwin Brothers, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Marion, MA 02738 |
Trademark Events
| Event Date | Event Description |
| Thursday, August 1, 2024 | NEW APPLICATION ENTERED |
| Thursday, August 1, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 10, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, May 20, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 20, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, May 20, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 2, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 2, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, February 20, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, February 20, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, February 20, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 2, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 2, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, October 2, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
