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BALDWIN WEALTH MANAGEMENT

Status

Pending

Status Code

645

Status Date

Monday, January 8, 2024

Serial Number

97920374

Mark Type

4000

Filing Date

Thursday, May 4, 2023

Trademark Owner History

Baldwin Risk Partners, LLC

Classifications

36 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

45 Regulatory compliance consulting in the field of retirement plan administration

"WEALTH MANAGEMENT"

Trademark Events

Apr 1, 2024

Application Extension Granted/Receipt Provided

Apr 1, 2024

Application Extension To Response Period - Received

Jan 8, 2024

Notification Of Final Refusal Emailed

Jan 8, 2024

Final Refusal E-Mailed

Jan 8, 2024

Final Refusal Written

Jan 6, 2024

Teas/Email Correspondence Entered

Jan 5, 2024

Correspondence Received In Law Office

Jan 5, 2024

Teas Response To Office Action Received

Sep 19, 2023

Application Extension Granted/Receipt Provided

Sep 19, 2023

Application Extension To Response Period - Received

Jul 25, 2023

Teas Change Of Correspondence Received

Jul 5, 2023

Notification Of Non-Final Action E-Mailed

Jul 5, 2023

Non-Final Action E-Mailed

Jul 5, 2023

Non-Final Action Written

Jul 5, 2023

Assigned To Examiner

May 9, 2023

New Application Office Supplied Data Entered

May 8, 2023

New Application Entered