FINANCIAL ADVISOR SUCCESS TRAINING
LIVE

Serial Number

99701658

Owner

Susan Lynn Danzig Lederman

Attorney

Kelley Anne Way

First Use Date

Aug 1, 2020

Filing Date

Mar 13, 2026

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FINANCIAL ADVISOR SUCCESS TRAINING Trademark

Serial Number: 99701658

FINANCIAL ADVISOR SUCCESS TRAINING is a trademark filed by Susan Lynn Danzig Lederman on March 13, 2026. The trademark is classified under Class 41 (Education & Entertainment), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Susan Lynn Danzig Lederman (2 trademarks)

533 Moraga Rd, Suite 220
Moraga, CA 94556

Entity Type: 01

Trademark Details

Filing Date

March 13, 2026

Registration Date

Not Registered

First Use Anywhere

August 1, 2020

First Use in Commerce

August 1, 2020

Goods & 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

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

Filing History

APPLICATION FILING RECEIPT MAILED
Mar 13, 2026 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 13, 2026 NWOS
NEW APPLICATION ENTERED
Mar 13, 2026 NWAP