USPTO serial 99701658
FINANCIAL ADVISOR SUCCESS TRAINING
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 25, 2026
- Examiner
- ALTREE, NICHOLAS
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
Need help with FINANCIAL ADVISOR SUCCESS TRAINING?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kelley Anne Way
Kelley Anne Way LAW OFFICE OF KELLEY A. WAY150 N. Wiget Lane #210Walnut Creek, CA 94598United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | 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 | ACTIVE | Aug 1, 2020 |
| 041 | 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 | ACTIVE | Aug 1, 2020 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Susan Lynn Danzig Lederman
- Other trademarks owned by Susan Lynn Danzig Lederman
- Other trademarks in Class 035
- Other trademarks in Class 041
- Similar marks named FINANCIAL ADVISOR SUCCESS TRAINING
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 25, 2026 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 25, 2026 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Jul 30, 2026 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jul 30, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jul 30, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jul 30, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jul 30, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 22, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 22, 2026 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 22, 2026 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 22, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 13, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 13, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 13, 2026 | NWAP | NEW APPLICATION ENTERED | — |