Wealthmark Advisors Inc., et al v. Phoenix Life Insurance Company, et al
Plaintiff / Appellant: DAVID SHIELDS and WEALTHMARK ADVISORS INCORPORATED
Defendant / Appellee: PHOENIX LIFE INSURANCE COMPANY and PHL VARIABLE INSURANCE COMPANY
Case Number: 19-50175
Filed: March 1, 2019
Court: U.S. Court of Appeals, Fifth Circuit
Nature of Suit: Other

Opinions

We have the following opinions for this case:

Date Filed Description
February 21, 2020 Wealthmark Advisors Inc., et al v. Phoenix Life In

Docket Report

This docket was last retrieved on April 23, 2019. A more recent docket listing may be available from PACER.

Date Filed Document Text
April 23, 2019 EXTENSION OF TIME GRANTED to the District Court to prepare the Electronic ROA until 05/07/2019. Electronic ROA deadline updated to 05/07/2019. [19-50175] (MFY) [Entered: 04/23/2019 02:30 PM]
April 8, 2019 ELECTRONIC RECORD ON APPEAL REQUESTED FROM DISTRICT COURT for 5:16-CV-485. Electronic ROA due on 04/23/2019. [19-50175] (AGL) [Entered: 04/08/2019 08:57 AM]
April 8, 2019 TRANSCRIPT FILED IN DISTRICT COURT Transcript Order: Court Reporter: Gigi Simcox, Dt. Filed in Dist. Ct: 04/04/2019 Transcript Due/Court Reporter Discount Date canceled [19-50175] (AGL) [Entered: 04/08/2019 08:56 AM]
April 7, 2019 NOTICE RECEIVED that the transcript ordered by Appellants Mr. David Shields and Wealthmark Advisors Incorporated is complete and has been filed in the District Court. [19-50175] (Gigi Simcox ) [Entered: 04/07/2019 07:25 AM]
March 15, 2019 APPEARANCE FORM FILED by Attorney Bogdan Rentea for Appellant David Shields in 19-50175, Attorney Bogdan Rentea for Appellant Wealthmark Advisors Incorporated in 19-50175 [19-50175] (CB) [Entered: 03/15/2019 09:33 AM]
March 13, 2019 ACKNOWLEDGMENT Transcript Order: Court Reporter: Gigi Simcox, Est. Completion Dt: 04/11/2019, Est. No.of Pgs: 85, Dt. Fin Arrangements Made: 03/12/2019, Dt. Trans. to be Filed: 04/11/2019, Proceeding Type and Date: Bench Trial 01/31/2019. Ct. Reporter Acknowledgment ddl satisfied. Transcript Due/Court Reporter Discount Date is 04/11/2019 for Gigi Simcox [19-50175] (CB) [Entered: 03/13/2019 03:52 PM]
March 13, 2019 COURT REPORTER ACKNOWLEDGMENT received from Court Reporter Ms. Gigi Simcox. [19-50175] (Gigi Simcox ) [Entered: 03/13/2019 03:35 PM]
March 13, 2019 TRANSCRIPT ORDER received from Appellants Mr. David Shields and Wealthmark Advisors Incorporated. DETAILS: Transcript Order: Court Reporter: Gigi Simcox, Proceeding Type and Date: Bench Trial 01/31/2019. Transcript Order ddl satisfied. Ct. Reporter Acknowledgment due on 03/25/2019 for Gigi Simcox. Electronic Filing Processed: [ # 9003925-2 ] [19-50175] (MBC) [Entered: 03/13/2019 03:28 PM]
March 13, 2019 ATTORNEY TRANSCRIPT ORDER form filed by Appellants Wealthmark Advisors Incorporated and Mr. David Shieldsfor the Court to process. Date of service: 03/13/2019 via email - Attorney for Appellee: Hetherington; Attorney for Appellant: Rentea. [19-50175] (Bogdan Rentea ) [Entered: 03/13/2019 12:52 PM]
March 13, 2019 APPEARANCE FORM received from Mr. Bogdan Rentea for Mr. David Shields and Wealthmark Advisors Incorporated for the court's review. Lead Counsel? Yes. [19-50175] (Bogdan Rentea ) [Entered: 03/13/2019 12:25 PM]
March 12, 2019 INITIAL CASE CHECK by Attorney Advisor complete, Action: Case OK to Process. [9002396-2] Initial AA Check Due satisfied. [19-50175] (SEP) [Entered: 03/12/2019 10:13 AM]
March 7, 2019 INITIAL CASE CHECK by Attorney Advisor complete, Action: Case OK to Process. [8999154-2] Initial AA Check Due satisfied.. Transcript order due on 03/22/2019 for Appellants David Shields and Wealthmark Advisors Incorporated [19-50175] (MVM) [Entered: 03/07/2019 11:56 AM]
March 7, 2019 CASE CAPTION updated. Additional appeal filed. [8999363-2] NOA filed by Appellants Mr. David Shields and Wealthmark Advisors Incorporated. [8999363-1] [19-50175] (SDH) [Entered: 03/07/2019 01:57 PM]
March 1, 2019 PRIVATE CIVIL DIVERSITY CASE docketed. NOA filed by Appellants Mr. David Shields and Wealthmark Advisors Incorporated [19-50175] (MVM) [Entered: 03/01/2019 11:27 AM]

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Plaintiff / appellant: DAVID SHIELDS
Represented By: Bogdan Rentea
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Plaintiff / appellant: WEALTHMARK ADVISORS INCORPORATED
Represented By: Bogdan Rentea
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Defendant / appellee: PHOENIX LIFE INSURANCE COMPANY
Represented By: Thomas F. A. Hetherington
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Defendant / appellee: PHL VARIABLE INSURANCE COMPANY
Represented By: Thomas F. A. Hetherington
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