Lauren Barbiero, et al v. Charles Schwab Investment Advisory, Inc., et al
Plaintiff / Appellant: LAUREN MARIE BARBIERO, KIMBERLY JO LOPEZ, WILLIAM KENNETH LOPEZ and TAMMY L. COLEMAN, Individually and on Behalf of All Others Similarly Situated
Defendant / Appellee: CHARLES SCHWAB INVESTMENT ADVISORY, INC. and THE CHARLES SCHWAB CORPORATION
Case Number: 22-15932
Filed: June 24, 2022
Court: U.S. Court of Appeals, Ninth Circuit
Nature of Suit: Other Contract Actions

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Date Filed Description
June 16, 2023 LAUREN BARBIERO, ET AL V. CHARLES SCHWAB INVESTMENT ADVISORY, INC., ET AL

Docket Report

This docket was last retrieved on July 1, 2022. A more recent docket listing may be available from PACER.

Date Filed Document Text
July 1, 2022 Filing 3 The Mediation Questionnaire for this case was filed on 07/01/2022. To submit pertinent confidential information directly to the Circuit Mediators, please use the following # link . Confidential submissions may include any information relevant to mediation of the case and settlement potential, including, but not limited to, settlement history, ongoing or potential settlement discussions, non-litigated party related issues, other pending actions, and timing considerations that may impact mediation efforts.[12485169]. [22-15932] (AD) [Entered: 07/01/2022 12:44 PM]
July 1, 2022 Filing 2 Filed (ECF) Appellants Lauren Marie Barbiero, Tammy L. Coleman, Kimberly Jo Lopez and William Kenneth Lopez Mediation Questionnaire. Date of service: 07/01/2022. [12485157] [22-15932] (Wotkyns, Garrett) [Entered: 07/01/2022 12:36 PM]
June 24, 2022 Filing 1 DOCKETED CAUSE AND ENTERED APPEARANCES OF COUNSEL. SEND MQ: Yes. The schedule is set as follows: Appellants Lauren Marie Barbiero, Tammy L. Coleman, Kimberly Jo Lopez and William Kenneth Lopez Mediation Questionnaire due on 07/01/2022. Transcript ordered by 07/22/2022. Transcript due 08/22/2022. Appellants Lauren Marie Barbiero, Tammy L. Coleman, Kimberly Jo Lopez and William Kenneth Lopez opening brief due 09/30/2022. Appellees Charles Schwab Investment Advisory, Inc. and The Charles Schwab Corporation answering brief due 10/31/2022. Appellant's optional reply brief is due 21 days after service of the answering brief. [12479068] (JBS) [Entered: 06/24/2022 10:00 AM]

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Search for this case: Lauren Barbiero, et al v. Charles Schwab Investment Advisory, Inc., et al
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Plaintiff / appellant: LAUREN MARIE BARBIERO
Represented By: John T. Jasnoch
Represented By: Tanya Korkhov Esquire
Represented By: Joseph C. Peiffer
Represented By: Garrett Webster Wotkyns Esquire
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Plaintiff / appellant: KIMBERLY JO LOPEZ
Represented By: John T. Jasnoch
Represented By: Tanya Korkhov Esquire
Represented By: Joseph C. Peiffer
Represented By: Garrett Webster Wotkyns Esquire
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Plaintiff / appellant: WILLIAM KENNETH LOPEZ
Represented By: John T. Jasnoch
Represented By: Tanya Korkhov Esquire
Represented By: Joseph C. Peiffer
Represented By: Garrett Webster Wotkyns Esquire
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Plaintiff / appellant: TAMMY L. COLEMAN, Individually and on Behalf of All Others Similarly Situated
Represented By: John T. Jasnoch
Represented By: Tanya Korkhov Esquire
Represented By: Joseph C. Peiffer
Represented By: Garrett Webster Wotkyns Esquire
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Defendant / appellee: CHARLES SCHWAB INVESTMENT ADVISORY, INC.
Represented By: Russell Bernard Balikian
Represented By: John Benjamin Lawrence
Represented By: Brian Michael Lutz Esquire
Represented By: Jason J. Mendro
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Defendant / appellee: THE CHARLES SCHWAB CORPORATION
Represented By: Russell Bernard Balikian
Represented By: John Benjamin Lawrence
Represented By: Brian Michael Lutz Esquire
Represented By: Jason J. Mendro
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