FINANCIAL ADVISOR SUCCESS TRAINING
Live / Applied — New application — not yet assigned to an examiner (as of 13 Mar 2026)
What this means for you
Not registered yet, but its 13 Mar 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99701658
- Mark type
- Stylized text
- Filed
- 13 Mar 2026
- Attorney of record
- Kelley Anne Way
Goods and services
- Class 035 — Advertising and business services: Professional business consulting; Business consulting services; Business marketing consulting services; Business development consulting services; Business organisation and management consulting services; Business development services; Business strategy development services; Business consulting services in business leadership development and business management; Business consultation in the field of business leadership development; Concept and brand development in the financial advisor industry; Business consulting services, namely, providing assistance in development of business strategies and creative ideation; Business management consultation in the field of executive and leadership development
- Class 041 — Education and entertainment services: Business training in the field of financial advising; Professional coaching services in the field of financial advising; Consulting services in the field of financial advisor training; Arranging and conducting of training courses in the field of financial advising; Arranging and conducting of training seminars in the field of financial advising; Arranging and conducting of training workshops in the field of financial advising; Providing online training in the field of financial advising; Presentation skills training
Owner
- Susan Lynn Danzig Lederman, Moraga, CA, US
Prosecution history
- 13 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 13 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 13 Mar 2026 — NEW APPLICATION ENTERED