FINANCIAL ADVISOR SUCCESS TRAINING Trademark
Trademark Overview
On Friday, March 13, 2026, a trademark application was filed for FINANCIAL ADVISOR SUCCESS TRAINING with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL ADVISOR SUCCESS TRAINING trademark a serial number of 99701658. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 13, 2026. The FINANCIAL ADVISOR SUCCESS TRAINING trademark is filed in the Advertising, Business and Retail Services and Education & Entertainment Services categories with the following description:
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
General Information
| Serial Number | 99701658 |
| Word Mark | FINANCIAL ADVISOR SUCCESS TRAINING |
| Filing Date | Friday, March 13, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, March 13, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and 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 |
| Goods and 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 |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, March 13, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, August 1, 2020 |
| First Use In Commerce Date | Saturday, August 1, 2020 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, March 13, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, August 1, 2020 |
| First Use In Commerce Date | Saturday, August 1, 2020 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Moraga, CA 94556
US |
Trademark Events
| Event Date | Event Description |
| Friday, March 13, 2026 | NEW APPLICATION ENTERED |
| Friday, March 13, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 13, 2026 | APPLICATION FILING RECEIPT MAILED |
