Insurance and financial Trademarks Filed in July 11, 2013
OMNI P3

OMNI P3

Filed: July 11, 2013
Administration of employer-sponsored retirement plans
Owned by: Omni Financial Group, Inc.
Serial Number: 86007592

THINKING BEYOND...

THINKING BEYOND...

Filed: July 11, 2013
Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services
Owned by: Creative Planning, Inc.
Serial Number: 86007599

Image Trademark

Image Trademark

Providing lead generation activities and services for financial services providers
Owned by: Simple Finance Technology Corp
Serial Number: 86007609

P

P

Filed: July 11, 2013
Financial and budgeting services, namely, providing information on government financial assistance and grant programs
Owned by: The City of Plano
Serial Number: 86007638

GUGGENHEIM STYLEPLUS - MID GROWTH FUND

GUGGENHEIM STYLEPLUS - MID GROWTH FUND

Filed: July 11, 2013
Mutual funds and capital investment; financial investment in the fields of securities and mutual funds, investment management…
Owned by: Guggenheim Capital, LLC
Serial Number: 86007645

GUGGENHEIM STYLEPLUS - LARGE CORE FUND

GUGGENHEIM STYLEPLUS - LARGE CORE FUND

Filed: July 11, 2013
Mutual funds and capital investment; financial investment in the fields of securities and mutual funds, investment management…
Owned by: Guggenheim Capital, LLC
Serial Number: 86007650

SERIES A (STYLEPLUS - LARGE CORE SERIES)

SERIES A (STYLEPLUS - LARGE CORE SERIES)

Filed: July 11, 2013
Mutual funds and capital investment; financial investment in the fields of securities and mutual funds, investment management…
Owned by: Guggenheim Capital, LLC
Serial Number: 86007653

SERIES J (STYLEPLUS - MID GROWTH SERIES)

SERIES J (STYLEPLUS - MID GROWTH SERIES)

Filed: July 11, 2013
Mutual funds and capital investment; financial investment in the fields of securities and mutual funds, investment management…
Owned by: Guggenheim Capital, LLC
Serial Number: 86007658

SERIES X (STYLEPLUS - SMALL GROWTH SERIES)

SERIES X (STYLEPLUS - SMALL GROWTH SERIES)

Filed: July 11, 2013
Mutual funds and capital investment; financial investment in the fields of securities and mutual funds, investment management…
Owned by: Guggenheim Capital, LLC
Serial Number: 86007662

SERIES Y (STYLEPLUS - LARGE GROWTH SERIES)

SERIES Y (STYLEPLUS - LARGE GROWTH SERIES)

Filed: July 11, 2013
Mutual funds and capital investment; financial investment in the fields of securities and mutual funds, investment management…
Owned by: Guggenheim Capital, LLC
Serial Number: 86007665

SOCIAL RECEIPTS

SOCIAL RECEIPTS

Filed: July 11, 2013
data processing services in the field of credit, debit and gift card transactions and payments
Owned by: Payfirma Corporation
Serial Number: 86007668

Z-FINANCE

Z-FINANCE

Administration, billing and reconciliation of accounts on behalf of others; Arranging newspaper subscriptions for others…
Owned by: Zuora, Inc.
Serial Number: 86007691

FLIPCAUSE

FLIPCAUSE

Filed: July 11, 2013
Sales promotion for third parties, namely, online retail sales promotion of a wide variety of goods and services of others…
Owned by: The WeCause Group, Inc.
Serial Number: 86007709

RESERVOIR TRUST

RESERVOIR TRUST

Filed: July 11, 2013
Estate planning
Owned by: THE COLLINS FIRM, PLLC
Serial Number: 86007728

G GALLAGHER BASSETT

G GALLAGHER BASSETT

Filed: July 11, 2013
Customized business risk management consultation regarding business risk assessment evaluation, conducting business hazard…
Owned by: Gallagher Bassett Services, Inc.
Serial Number: 86007740

VIDENTIS

VIDENTIS

(Based on Use in Commerce) Business advice and information relating to loans, finance and capital; Charitable services,…
Owned by: Videntis Foundation
Serial Number: 86007768

Z-BUSINESS

Z-BUSINESS

Administration, billing and reconciliation of accounts on behalf of others; Arranging newspaper subscriptions for others…
Owned by: Zuora, Inc.
Serial Number: 86007834

MYNAVIGATOR

MYNAVIGATOR

Data compiling and analyzing in the field of insurance; Financial record-keeping for insurance agency/agent; Financial record…
Owned by: Great Western Insurance Company
Serial Number: 86007848

ANNUITY MAN

ANNUITY MAN

Filed: July 11, 2013
FINANCIAL ADVISORY AND CONSULTANCY SERVICES
Owned by: STAN THE ANNUITY MAN, INC.
Serial Number: 86007850

SME EDUCATION FOUNDATION

SME EDUCATION FOUNDATION

Filed: July 11, 2013
Charitable fundraising services in support of manufacturing engineering educational programs
Owned by: Society of Manufacturing Engineers
Serial Number: 86007905

GREAT MINDS

GREAT MINDS

Filed: July 11, 2013
Promoting public awareness of dementia and Alzheimer's disease, and the need to improve care and support for people with…
Owned by: LeadingAge, Inc.
Serial Number: 86007939

SHOPSTARTER

SHOPSTARTER

Filed: July 11, 2013
Computer e-commerce software to allow users to perform electronic business transactions via a global computer network; Computer…
Owned by: Shopstarter Inc
Serial Number: 86007971

DREAM

DREAM

Filed: July 11, 2013
Credit card services
Owned by: First National of Nebraska, Inc.
Serial Number: 86007977

WENDY'S WONDERFUL KIDS SIGNATURE PROGRAM DAVE THOMAS FOUNDATION FOR ADOPTION

WENDY'S WONDERFUL KIDS SIGNATURE PROGRAM DAVE THOMAS FOUNDATION FOR ADOPTION

Filed: July 11, 2013
Charitable fundraising
Owned by: Oldemark LLC
Serial Number: 86007999

SCOUT FUNDS

SCOUT FUNDS

Filed: July 11, 2013
investing the funds of others, mutual fund services, namely, establishing mutual funds for others, mutual fund distribution…
Owned by: SCOUT INVESTMENTS, INC.
Serial Number: 86008037

ZERMATT

ZERMATT

Filed: July 11, 2013
Financial services, namely, wealth, investment, venture capital fund, private equity fund, real estate fund and merchant…
Owned by: Zermatt Wealth Partners LLC
Serial Number: 86008043

NAMA

NAMA

Filed: July 11, 2013
Association services, namely, promoting the interests of meat processors and suppliers; arranging and conducting business…
Owned by: NORTH AMERICAN MEAT INSTITUTE
Serial Number: 86008074

STATE A&A COMPASS

STATE A&A COMPASS

computer software used by tax preparer on behalf of the client for preparing state income tax calculations, including allocation…
Owned by: PricewaterhouseCoopers LLP
Serial Number: 86008083

EVOLVE ONE

EVOLVE ONE

Filed: July 11, 2013
Appraisal and evaluation of real estate; Arranging of leases and rental agreements for real estate; Capital investment consulting…
Owned by: EVOLVE ONE, INC.
Serial Number: 86008119

STEELE STREET BANK & TRUST

STEELE STREET BANK & TRUST

Filed: July 11, 2013
Banking services; trust and wealth management services; consumer and commercial lending services; and all of the forgoing…
Owned by: Steele Street Bank & Trust
Serial Number: 86008129

R2

R2

financial services, investment advice, investment management, investment consultation, investment of funds for others, management…
Owned by: Resonance Capital Partners LLC
Serial Number: 86008131

GUIDED RETIREMENT PLAN

GUIDED RETIREMENT PLAN

Filed: July 11, 2013
Financial advisory services
Owned by: BOKF, NA
Serial Number: 86008134

SALT ASSET MANAGEMENT COMPASS

SALT ASSET MANAGEMENT COMPASS

computer software used by tax preparer on behalf of the client for preparing state income tax calculations, including allocation…
Owned by: PricewaterhouseCoopers LLP
Serial Number: 86008145

B-VRDO

B-VRDO

Filed: July 11, 2013
Development and issuance of financial instruments, namely, exchange traded demand obligations; financial administration…
Owned by: CLARITY MARKETS HOLDINGS LLC
Serial Number: 86008150

IRONSHORE SPECIAL RISK

IRONSHORE SPECIAL RISK

Filed: July 11, 2013
Insurance underwriting services in the fields of tax credit recapture, surety, property, political risk and casualty
Owned by: LIBERTY MUTUAL INSURANCE COMPANY
Serial Number: 86008193

Z-COMMERCE

Z-COMMERCE

Administration, billing and reconciliation of accounts on behalf of others; Arranging newspaper subscriptions for others…
Owned by: Zuora, Inc.
Serial Number: 86008244

LTC SOLUTIONS

LTC SOLUTIONS

Filed: July 11, 2013
Insurance brokerage
Owned by: LTC Solutions, Inc.
Serial Number: 86008261