Olson v. World Financial Group Insurance Agency, LLC et al
Plaintiff: Eric Olson
Defendant: World Financial Group Insurance Agency, LLC, DOES 1-10 and Robbie Day
Case Number: 5:2024cv00481
Filed: January 26, 2024
Court: US District Court for the Northern District of California
Presiding Judge: Nathanael M Cousins
Referring Judge: Edward J Davila
2 Judge: Haywood S Gilliam
3 Judge: Susan van Keulen
Nature of Suit: Contract: Other
Cause of Action: 28 U.S.C. § 1332 Diversity-Breach of Contract
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on March 22, 2024. A more recent docket listing may be available from PACER.

Date Filed Document Text
March 22, 2024 Filing 31 MOTION to Compel Arbitration filed by World Financial Group Insurance Agency, LLC. Motion Hearing set for 5/2/2024 09:30 AM in San Jose, Courtroom 4, 5th Floor before Judge Edward J. Davila. Responses due by 4/5/2024. Replies due by 4/12/2024. (Attachments: #1 Declaration of Troy A. Valdez)(Valdez, Troy) (Filed on 3/22/2024)
March 22, 2024 Remark: Motion to Compel #21 Terminated per filing of #31 Amended Motion to Compel. Motion Hearing set for 4/4/2024 is VACATED. (crr, COURT STAFF) (Filed on 3/22/2024)
March 13, 2024 Filing 30 EXHIBITS re #27 Errata, #23 Amended Complaint (Redline of Complaint and First Amended Complaint) filed byEric Olson. (Related document(s) #27 , #23 ) (Borden, Matthew) (Filed on 3/13/2024)
March 13, 2024 Filing 29 Summons Issued as to Robbie Day. (jml, COURT STAFF) (Filed on 3/13/2024)
March 12, 2024 Filing 28 Proposed Summons. (Borden, Matthew) (Filed on 3/12/2024)
March 12, 2024 Filing 27 ERRATA re #23 Amended Complaint by Eric Olson. (Attachments: #1 Exhibit 1)(Borden, Matthew) (Filed on 3/12/2024)
March 12, 2024 Filing 26 Notice of Additional Parties: the following parties are listed on #1 Complaint, and have been added to this case: Robbie Day. (This is a text-only entry.) (Borden, Matthew) (Filed on 3/12/2024)
March 12, 2024 Filing 25 NOTICE by Eric Olson (Attachments: #1 Exhibit 1, #2 Exhibit 2)(Borden, Matthew) (Filed on 3/12/2024)
March 12, 2024 #Electronic filing error. Not all parties listed in the amended complaint have been added to the docket. Please add the missing parties using the event Notice of Additional Parties. The event can be found at: Civil Events > Other Filings > Notices > Notice of Additional Parties. Re: #23 Amended Complaint filed by Eric Olson (jml, COURT STAFF) (Filed on 3/12/2024)
March 12, 2024 #Electronic filing error. Incorrect event used. [err101] The correct event is Errata. The correct event can be found at: Civil Events > Other Filings > Other Documents > Errata. Please re-file using the correct event. Re: #25 Notice (Other) filed by Eric Olson (jml, COURT STAFF) (Filed on 3/12/2024)
March 12, 2024 #Electronic filing error. Incorrect event used. [err101] The correct event is Proposed Summons. The correct event can be found at Civil Events > Other Filings > Other Documents > Proposed Summons. Please re-file the SUMMONS. Re: #25 Notice (Other) filed by Eric Olson (jml, COURT STAFF) (Filed on 3/12/2024)
March 11, 2024 Filing 24 Proposed Summons. (Borden, Matthew) (Filed on 3/11/2024)
March 11, 2024 Filing 23 FIRST AMENDED COMPLAINT against World Financial Group Insurance Agency, LLC. Filed by Eric Olson. (Borden, Matthew) (Filed on 3/11/2024) Modified on 3/12/2024 (jml, COURT STAFF).
February 27, 2024 Filing 22 Rule 7.1 Disclosures by World Financial Group Insurance Agency, LLC identifying Other Affiliate AUSA Holding, LLC for World Financial Group Insurance Agency, LLC. (Valdez, Troy) (Filed on 2/27/2024)
February 27, 2024 #Electronic filing error. Filer did not add all interested parties when prompted. Re-file this document in its entirety and when prompted, enter all affiliates or corporate parents. Re: #20 Certificate of Interested Entities filed by World Financial Group Insurance Agency, LLC (jml, COURT STAFF) (Filed on 2/27/2024)
February 26, 2024 Filing 21 MOTION to Compel Arbitration filed by World Financial Group Insurance Agency, LLC. Motion Hearing set for 4/4/2024 09:00 AM in San Jose, Courtroom 4, 5th Floor before Judge Edward J. Davila. Responses due by 3/11/2024. Replies due by 3/18/2024. (Attachments: #1 Declaration of Troy Valdez, #2 Exhibit A to Declaration of Troy Valdez)(Valdez, Troy) (Filed on 2/26/2024)
February 26, 2024 Filing 20 Rule 7.1 Disclosures by World Financial Group Insurance Agency, LLC (Valdez, Troy) (Filed on 2/26/2024)
February 16, 2024 Filing 19 STIPULATION re #1 Complaint, to Extend Time to Respond Pursuant to Local Rule 6-1(a) filed by World Financial Group Insurance Agency, LLC and Eric Olson. (Valdez, Troy) (Filed on 2/16/2024) Modified on 2/20/2024 (jml, COURT STAFF).
February 12, 2024 Filing 18 CLERKS NOTICE RESETTING CASE MANAGEMENT CONFERENCE FOLLOWING REASSIGNMENT. Initial Case Management Conference set for 5/9/2024 10:00 AM in San Jose, Courtroom 4, 5th Floor. Joint Case Management Statement due by 4/26/2024. The Court does not issue a revised Initial Case Management Scheduling Order with ADR Deadlines. Standing orders can be downloaded from the court's web page at #https://www.cand.uscourts.gov/judges/davila-edward-j-ejd/. (This is a text-only entry generated by the court. There is no document associated with this entry.) (crr, COURT STAFF) (Filed on 2/12/2024)
February 6, 2024 Opinion or Order Filing 17 ORDER REASSIGNING CASE. Case reassigned to Judge Edward J. Davila and Magistrate Judge Susan van Keulen for all further proceedings. Judge Haywood S Gilliam, Jr no longer assigned to case. Notice: The assigned judge participates in the Cameras in the Courtroom Pilot Project. See General Order No. 65 and http://cand.uscourts.gov/cameras. Signed by The Clerk on 2/6/2024. (Attachments: #1 Notice of Eligibility for Video Recording)(anj, COURT STAFF) (Filed on 2/6/2024)
February 5, 2024 Opinion or Order Filing 16 ORDER RELATING CASE. Signed by Judge Edward J. Davila on 2/5/2024. (crr, COURT STAFF) (Filed on 2/5/2024)
February 2, 2024 Filing 15 SUMMONS Returned Executed by Eric Olson. World Financial Group Insurance Agency, LLC served on 1/30/2024, answer due 2/20/2024. (Fisher, Ronald) (Filed on 2/2/2024)
February 2, 2024 Filing 14 CLERK'S NOTICE SETTING A TELEPHONIC CASE MANAGEMENT CONFERENCE FOR REASSIGNED CIVIL CASE.Notice is hereby given that a Telephonic Case Management Conference has been set for April 30, 2024, before Judge Haywood S. Gilliam, Jr., at 2:00 p.m. Case Management Statement due by April 23rd. Standing orders can be downloaded from the court's web page at www.cand.uscourts.gov/judges. All future filings should reflect the case number as 4:24-cv-00481-HSG. The April 30, 2024 proceeding will be held by AT&T Conference Line. The parties are advised that in the event of an audio problem, counsel should be prepared to attend the hearing via Zoom conference at the Courts direction. The court circulates the following conference number to allow the equivalent of a public hearing by telephone.For conference line information, see: https://apps.cand.uscourts.gov/telhrg/ All counsel, members of the public and press please use the following dial-in information below to access the conference line: Dial In: 888-808-6929Access Code: 6064255The Court may be in session with proceedings in progress when you connect to the conference line. Therefore, mute your phone if possible and wait for the Court to address you before speaking on the line. For call clarity, parties shall NOT use speaker phone or earpieces for these calls, and where at all possible, parties shall use landlines. The parties are further advised to ensure that the Court can hear and understand them clearly before speaking at length.PLEASE NOTE: Persons granted access to court proceedings held by telephone or videoconference are reminded that photographing, recording, and rebroadcasting of court proceedings, including screenshots or other visual copying of a hearing, is absolutely prohibited. See General Order 58 at Paragraph III.PLEASE NOTE: All attorneys and pro se litigants appearing for a telephonic case management conference are required to dial-in at least 15 minutes before the hearing to check-in with the CRD. (This is a text-only entry generated by the court. There is no document associated with this entry.)(ndr, COURT STAFF) (Filed on 2/2/2024)
February 1, 2024 Opinion or Order Filing 13 ORDER REASSIGNING CASE. Case reassigned using a proportionate, random, and blind system pursuant to General Order No. 44 to Judge Haywood S Gilliam, Jr for all further proceedings. Judge Charles R. Breyer no longer assigned to case. Signed by Clerk on 02/1/2024. (mbc, COURT STAFF) (Filed on 2/1/2024)
February 1, 2024 Opinion or Order Filing 12 ORDER OF RECUSAL. Signed by Judge Charles R. Breyer on 2/1/2024. (ls, COURT STAFF) (Filed on 2/1/2024)
January 31, 2024 Opinion or Order Filing 11 ORDER REASSIGNING CASE. Case reassigned using a proportionate, random, and blind system pursuant to General Order No. 44 to Judge Charles R. Breyer for all further proceedings. Notice: The assigned judge participates in the Cameras in the courtroom Pilot Project. See General Order No. 65 and http://cand.uscourts.gov/cameras. Magistrate Judge Susan Van Keulen no longer assigned to case. Reassignment Order signed by Clerk on 1/31/2024. (Attachments: #1 Notice of Eligibility for Video Recording)(bw, COURT STAFF) (Filed on 1/31/2024)
January 31, 2024 Filing 10 This case will be randomly reassigned to a District Judge outside the San Jose Division pursuant to the Caseload Rebalancing Pilot Program approved by the Court effective March 1, 2018. For information, visit our web page at #https://cand.uscourts.gov/notices/northern-district-extends-caseload-rebalancing-pilot-program/. (bw, COURT STAFF) (Filed on 1/31/2024)
January 30, 2024 Filing 9 NOTICE by Eric Olson of Pendency of Related Action (Attachments: #1 Exhibit 1, #2 Exhibit 2, #3 Exhibit 3, #4 Exhibit 4)(Borden, Matthew) (Filed on 1/30/2024)
January 30, 2024 Filing 8 CLERK'S NOTICE OF IMPENDING REASSIGNMENT TO A U.S. DISTRICT COURT JUDGE: The Clerk of this Court will now randomly reassign this case to a District Judge because either (1) a party has not consented to the jurisdiction of a Magistrate Judge, or (2) time is of the essence in deciding a pending judicial action for which the necessary consents to Magistrate Judge jurisdiction have not been secured. You will be informed by separate notice of the district judge to whom this case is reassigned. ALL HEARING DATES PRESENTLY SCHEDULED BEFORE THE CURRENT MAGISTRATE JUDGE ARE VACATED AND SHOULD BE RE-NOTICED FOR HEARING BEFORE THE JUDGE TO WHOM THIS CASE IS REASSIGNED. This is a text only docket entry; there is no document associated with this notice. (jhf, COURT STAFF) (Filed on 1/30/2024)
January 30, 2024 Filing 7 CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by Eric Olson.. (Borden, Matthew) (Filed on 1/30/2024)
January 29, 2024 Filing 6 Initial Case Management Scheduling Order with ADR Deadlines: Case Management Statement due by 4/23/2024. Initial Case Management Conference set for 4/30/2024 09:30 AM in San Jose, Courtroom 6, 4th Floor. (jml, COURT STAFF) (Filed on 1/29/2024)
January 29, 2024 Filing 5 Summons Issued as to World Financial Group Insurance Agency, LLC. (jml, COURT STAFF) (Filed on 1/29/2024)
January 26, 2024 Filing 4 Rule 7.1 Disclosures by Eric Olson (Borden, Matthew) (Filed on 1/26/2024)
January 26, 2024 Filing 3 Case assigned to Magistrate Judge Susan van Keulen. Counsel for plaintiff or the removing party is responsible for serving the Complaint or Notice of Removal, Summons and the assigned judge's standing orders and all other new case documents upon the opposing parties. For information, visit E-Filing A New Civil Case at http://cand.uscourts.gov/ecf/caseopening.Standing orders can be downloaded from the court's web page at www.cand.uscourts.gov/judges. Upon receipt, the summons will be issued and returned electronically. A scheduling order will be sent by Notice of Electronic Filing (NEF) within two business days. Consent/Declination due by 2/9/2024. (anj, COURT STAFF) (Filed on 1/26/2024)
January 26, 2024 Filing 2 Proposed Summons. (Borden, Matthew) (Filed on 1/26/2024)
January 26, 2024 Filing 1 COMPLAINT FOR UNFAIR COMPETITION, TORTIOUS INTERFERENCE, CONVERSION, BREACH OF CONTRACT, AND DECLARATORY AND INJUNCTIVE RELIEF against All Defendants with jury demand ( Filing fee $ 405, receipt number ACANDC-19061663.). Filed by Eric Olson. (Attachments: #1 Civil Cover Sheet)(Borden, Matthew) (Filed on 1/26/2024) Modified on 1/29/2024 (jml, COURT STAFF).

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Plaintiff: Eric Olson
Represented By: Matthew Brooks Borden
Represented By: Ronald James Fisher
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Defendant: World Financial Group Insurance Agency, LLC
Represented By: Troy A. Valdez
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Defendant: DOES 1-10
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Defendant: Robbie Day
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