Mark Identification

BALDWIN WEALTH MANAGEMENT

Serial Number

97920374

Filing Date

May 4, 2023

Trademark by

THE BALDWIN INSURANCE GROUP HOLDINGS LLC

Classification Information

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

Insurance and Financial

Regulatory compliance consulting in the field of retirement plan administration

Personal