BALDWIN WEALTH MANAGEMENT Trademark

Serial Number: 97920374

BALDWIN WEALTH MANAGEMENT is a trademark filed by Baldwin Risk Partners, LLC on May 4, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 45 (Legal & Security Services). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 45 - Legal & Security Services

Legal services; security services for the protection of property and individuals

Owner Contact Info

Baldwin Risk Partners, LLC (26 trademarks)

Tampa, FL 33607

Entity Type: 16

THE BALDWIN INSURANCE GROUP HOLDINGS, LLC (21 trademarks)

4211 W BOY SCOUT BLVD., SUITE 800
TAMPA, FL 33607

Entity Type: 16

Legal Representation

Attorney of Record

Stephen E. Kelly

361 trademarks filed View all →

Trademark Details

Filing Date

May 4, 2023

Registration Date

Not Registered

Goods & 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

Regulatory compliance consulting in the field of retirement plan administration