FAMILY OFFICE IN A BOX
Live / Allowed — Publication / registration review complete (as of 16 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 25 Sept 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99412690
- Mark type
- Stylized text
- Filed
- 25 Sept 2025
- Published for opposition
- 07 Apr 2026
Goods and services
- Class 035 — Advertising and business services: 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.
- Class 041 — Education and entertainment services: 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.
- Class 042 — Scientific and technological services: 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.
Owner
- Maica D Walker, Houston, TX, US
Prosecution history
- 01 Apr 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 11 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 26 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 26 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 26 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 09 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 09 Feb 2026 — NON-FINAL ACTION E-MAILED
- 09 Feb 2026 — NON-FINAL ACTION WRITTEN
- 02 Feb 2026 — ASSIGNED TO EXAMINER
- 25 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 25 Sept 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 25 Sept 2025 — NEW APPLICATION ENTERED