USPTO serial 99412690
FAMILY OFFICE IN A BOX
Status 688Notice of Allowance
- Filing date
- Sep 25, 2025
- Status date
- Jun 2, 2026
- Registration date
- —
- Examiner
- HSU, FONG
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What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
Deadline: December 2nd, 2026
Owner
Maica D Walker
Houston, TX, US
Maica D Walker
Houston, TX, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business consulting; Providing business consulting services in the field of strategic onboarding kits, branded advisor resources, and operational frameworks for financial professionals and family offices; business development support and workflow optimization in the nature of business consulting for wealth management firms. | ACTIVE | — |
| 041 | Educational services, namely, providing online non-downloadable training modules, webinars, and workshops in the field of family office operations, advisor onboarding, wealth management strategies, and client engagement; educational services, namely, development and dissemination of branded learning content, namely online non-downloadable training modules, webinars, and workshops in the field of family office operations, advisor onboarding, wealth management strategies, and client engagement for financial professionals. | ACTIVE | — |
| 042 | Software as a service (SaaS) featuring online non-downloadable software tools integrated with CRM platforms for advisor onboarding, workflow automation, and client engagement tracking; providing temporary use of online non-downloadable software for operational planning and digital delivery of onboarding kits and training modules. | ACTIVE | — |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Jun 2, 2026 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Apr 7, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Apr 7, 2026 | PUBO | PUBLISHED FOR OPPOSITION |
| Apr 1, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Mar 11, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Feb 26, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Feb 26, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Feb 26, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Feb 9, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Feb 9, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Feb 9, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Feb 2, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Sep 25, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Sep 25, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sep 25, 2025 | NWAP | NEW APPLICATION ENTERED |