Lee v. Portfolio Advisors, LLC et al
Plaintiff: Michelle Lee
Defendant: Portfolio Advisors, LLC, Brian Murphy, Jesse Eisenberg, William Indelicato and Adam Clemens
Case Number: 3:2022cv00819
Filed: June 27, 2022
Court: US District Court for the District of Connecticut
Presiding Judge: Sarala V Nagala
Nature of Suit: Civil Rights: Jobs
Cause of Action: 42 U.S.C. § 2000 Job Discrimination (Race)
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on August 25, 2022. A more recent docket listing may be available from PACER.

Date Filed Document Text
August 25, 2022 Filing 34 NOTICE of Appearance by Charles Jung on behalf of Michelle Lee (Jung, Charles)
August 25, 2022 Filing 33 NOTICE of Appearance by Andrew R Kislik on behalf of Michelle Lee (Kislik, Andrew)
August 19, 2022 Filing 32 For substantially the reasons outlined in Plaintiff's reply brief in further support of their motions, including that the motions for pro hac vice admission for Attorneys Jung and Kislik satisfy the requirements of Local Rule 83.1 and that Plaintiff is entitled to her choice of counsel so long as the Court's requirements for admission have been met, the motions for pro hac vice admission for Attorneys Jung and Kislik are GRANTED. As Plaintiff aptly notes, in the event that Plaintiff prevails in this litigation, the Court can determine a reasonable fee for Plaintiff's counsel at the appropriate time. Signed by Judge Sarala V. Nagala on 8/19/22. (Marks, Joshua)
August 18, 2022 Filing 31 REPLY to Response to #22 MOTION for Attorney(s) Charles H. Jung to be Admitted Pro Hac Vice (paid $200 PHV fee; receipt number ACTDC-7022105), #23 MOTION for Attorney(s) Andrew R. Kislik to be Admitted Pro Hac Vice (paid $200 PHV fee; receipt number ACTDC-7022110) filed by Michelle Lee. (Steigman, Todd)
August 5, 2022 Opinion or Order Filing 30 ORDER. Plaintiff shall file any response to Defendants' Objection to the pending Pro Hac Vice motions no later than August 19, 2022. Signed by Judge Sarala V. Nagala on 8/5/22.(Marks, Joshua)
August 4, 2022 Filing 29 OBJECTION re #22 MOTION for Attorney(s) Charles H. Jung to be Admitted Pro Hac Vice (paid $200 PHV fee; receipt number ACTDC-7022105), #23 MOTION for Attorney(s) Andrew R. Kislik to be Admitted Pro Hac Vice (paid $200 PHV fee; receipt number ACTDC-7022110) filed by Adam Clemens, Jesse Eisenberg, William Indelicato, Brian Murphy, Portfolio Advisors, LLC. (Zaken, Marc)
August 3, 2022 Filing 28 AMENDED COMPLAINT First Amended Complaint against All Defendants, filed by Michelle Lee.(Steigman, Todd)
August 3, 2022 Filing 27 SUMMONS Returned Executed by Michelle Lee. Jesse Eisenberg served on 7/20/2022, answer due 9/2/2022. (Steigman, Todd)
August 3, 2022 Filing 26 SUMMONS Returned Executed by Michelle Lee. Brian Murphy served on 7/20/2022, answer due 9/2/2022. (Steigman, Todd)
August 3, 2022 Filing 25 SUMMONS Returned Executed by Michelle Lee. William Indelicato served on 7/20/2022, answer due 9/2/2022. (Steigman, Todd)
August 3, 2022 Filing 24 SUMMONS Returned Executed by Michelle Lee. Adam Clemens served on 7/20/2022, answer due 9/2/2022. (Steigman, Todd)
August 3, 2022 Filing 23 MOTION for Attorney(s) Andrew R. Kislik to be Admitted Pro Hac Vice (paid $200 PHV fee; receipt number ACTDC-7022110) by Michelle Lee. (Steigman, Todd)
August 3, 2022 Filing 22 MOTION for Attorney(s) Charles H. Jung to be Admitted Pro Hac Vice (paid $200 PHV fee; receipt number ACTDC-7022105) by Michelle Lee. (Steigman, Todd)
July 28, 2022 Filing 21 Corporate Disclosure Statement by Portfolio Advisors, LLC. (Zaken, Marc)
July 27, 2022 Answer deadline updated for Adam Clemens to 9/2/2022; Jesse Eisenberg to 9/2/2022; William Indelicato to 9/2/2022; Brian Murphy to 9/2/2022; Portfolio Advisors, LLC to 9/2/2022. See 20 order. (Bozek, M.)
July 27, 2022 Opinion or Order Filing 20 ORDER. As discussed in the Court's order at ECF No. 12, all nongovernmental corporate parties must file a disclosure statement that identifies any parent corporation and any publicly held corporation owning 10% or more of its stock or states that there is no such corporation. This filing should have been made along with Portfolio Advisors, LLC's initial appearance. As no such filing has been made, it is hereby ORDERED that no later than August 3, 2022, Portfolio Advisors, LLC shall file a corporate disclosure in compliance with Federal and Local Rule of Civil Procedure 7.1. Signed by Judge Sarala V. Nagala on 7/27/22. (Marks, Joshua)
July 27, 2022 Opinion or Order Filing 19 ORDER granting Defendants' Motion for Extension of Time. Defendants shall file an answer or otherwise respond to the complaint, or any amended complaint Plaintiff chooses to file, no later than September 2, 2022. Signed by Judge Sarala V. Nagala on 7/27/22. (Marks, Joshua)
July 26, 2022 Filing 18 Consent MOTION for Extension of Time until September 2, 2022 to Respond to Plaintiff's Complaint #1 Complaint by Adam Clemens, Jesse Eisenberg, William Indelicato, Brian Murphy, Portfolio Advisors, LLC. (Zaken, Marc)
July 20, 2022 Filing 17 SUMMONS Returned Executed by Michelle Lee. Portfolio Advisors, LLC served on 7/13/2022, answer due 8/3/2022. (Steigman, Todd)
July 20, 2022 Filing 16 NOTICE of Appearance by Kelly Marie Cardin on behalf of Adam Clemens, Jesse Eisenberg, William Indelicato, Brian Murphy, Portfolio Advisors, LLC (Cardin, Kelly)
July 20, 2022 Filing 15 NOTICE of Appearance by Chelsea R. Sousa on behalf of Adam Clemens, Jesse Eisenberg, William Indelicato, Brian Murphy, Portfolio Advisors, LLC (Sousa, Chelsea)
July 20, 2022 Filing 14 NOTICE of Appearance by Marc L. Zaken on behalf of Adam Clemens, Jesse Eisenberg, William Indelicato, Brian Murphy, Portfolio Advisors, LLC (Zaken, Marc)
July 6, 2022 Opinion or Order Filing 13 ORDER: Initial Discovery Protocols. Signed by Judge Sarala V. Nagala on 7/6/2022.(Bozek, M.)
June 29, 2022 Opinion or Order Filing 12 ORDER. Pursuant to Federal Rule of Civil Procedure 7.1 and Local Rule 7.1, any nongovernmental corporate party must electronically file a disclosure statement that identifies any parent corporation and any publicly held corporation owning 10% or more of its stock or states that there is no such corporation. Such disclosure statement must be filed with a party's first appearance, pleading, petition, motion, response, or other request addressed to the Court and must be supplemented if any required information changes during the case. Signed by Judge Sarala V. Nagala on 6/29/2022.(Bozek, M.)
June 28, 2022 Filing 11 ELECTRONIC SUMMONS ISSUED in accordance with Fed. R. Civ. P. 4 and LR 4 as to *Portfolio Advisors, LLC* with answer to complaint due within *21* days. Attorney *Todd D. Steigman* *Madsen, Prestley & Parenteau, LLC-HTFD* *402 Asylum Street* *Hartford, CT 06103*. (Gould, K.)
June 28, 2022 Filing 10 ELECTRONIC SUMMONS ISSUED in accordance with Fed. R. Civ. P. 4 and LR 4 as to *Brian Murphy* with answer to complaint due within *21* days. Attorney *Todd D. Steigman* *Madsen, Prestley & Parenteau, LLC-HTFD* *402 Asylum Street* *Hartford, CT 06103*. (Gould, K.)
June 28, 2022 Filing 9 ELECTRONIC SUMMONS ISSUED in accordance with Fed. R. Civ. P. 4 and LR 4 as to *William Indelicato* with answer to complaint due within *21* days. Attorney *Todd D. Steigman* *Madsen, Prestley & Parenteau, LLC-HTFD* *402 Asylum Street* *Hartford, CT 06103*. (Gould, K.)
June 28, 2022 Filing 8 ELECTRONIC SUMMONS ISSUED in accordance with Fed. R. Civ. P. 4 and LR 4 as to *Jesse Eisenberg* with answer to complaint due within *21* days. Attorney *Todd D. Steigman* *Madsen, Prestley & Parenteau, LLC-HTFD* *402 Asylum Street* *Hartford, CT 06103*. (Gould, K.)
June 28, 2022 Filing 7 ELECTRONIC SUMMONS ISSUED in accordance with Fed. R. Civ. P. 4 and LR 4 as to *Adam Clemens* with answer to complaint due within *21* days. Attorney *Todd D. Steigman* *Madsen, Prestley & Parenteau, LLC-HTFD* *402 Asylum Street* *Hartford, CT 06103*. (Gould, K.)
June 28, 2022 Filing 6 NOTICE TO COUNSEL/SELF-REPRESENTED PARTIES : Counsel or self-represented parties initiating or removing this action are responsible for serving all parties with attached documents and copies of #5 Electronic Filing Order, #2 Order on Pretrial Deadlines, #1 Complaint filed by Michelle Lee, #4 Notice, #3 Protective Order Signed by Clerk on 6/28/2022.(Gould, K.)
June 28, 2022 Opinion or Order Filing 5 ELECTRONIC FILING ORDER FOR COUNSEL - PLEASE ENSURE COMPLIANCE WITH COURTESY COPY REQUIREMENTS IN THIS ORDER Signed by Judge Sarala V. Nagala on 6/28/2022.(Gould, K.)
June 28, 2022 Filing 4 Notice re Initial Discovery Protocols Signed by Clerk on 6/28/2022. (Attachments: #1 Discovery Attachment)(Gould, K.)
June 28, 2022 Opinion or Order Filing 3 STANDING PROTECTIVE ORDER Signed by Judge Sarala V. Nagala on 6/28/2022.(Gould, K.)
June 28, 2022 Opinion or Order Filing 2 Order on Pretrial Deadlines: Amended Pleadings due by 8/27/2022 Discovery due by 12/28/2022 Dispositive Motions due by 2/1/2023 Signed by Clerk on 6/28/2022.(Gould, K.)
June 28, 2022 Request for Clerk to issue summons as to Jesse Eisenberg. (Steigman, Todd)
June 28, 2022 Request for Clerk to issue summons as to Adam Clemens. (Steigman, Todd)
June 28, 2022 Request for Clerk to issue summons as to William Indelicato. (Steigman, Todd)
June 28, 2022 Judge Sarala V. Nagala added. (Freberg, B)
June 28, 2022 Request for Clerk to issue summons as to Brian Murphy. (Steigman, Todd)
June 28, 2022 Request for Clerk to issue summons as to Portfolio Advisors, LLC. (Steigman, Todd)
June 27, 2022 Filing 1 COMPLAINT against All Defendants ( Filing fee $402 receipt number ACTDC-6979063.), filed by Michelle Lee.(Steigman, Todd)

Access additional case information on PACER

Use the links below to access additional information about this case on the US Court's PACER system. A subscription to PACER is required.

Access this case on the Connecticut District Court's Electronic Court Filings (ECF) System

Search for this case: Lee v. Portfolio Advisors, LLC et al
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Web [ Unicourt | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Michelle Lee
Represented By: Todd D. Steigman
Represented By: Charles Jung
Represented By: Andrew R Kislik
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: Portfolio Advisors, LLC
Represented By: Chelsea R. Sousa
Represented By: Kelly Marie Cardin
Represented By: Marc L. Zaken
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: Brian Murphy
Represented By: Chelsea R. Sousa
Represented By: Kelly Marie Cardin
Represented By: Marc L. Zaken
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: Jesse Eisenberg
Represented By: Chelsea R. Sousa
Represented By: Kelly Marie Cardin
Represented By: Marc L. Zaken
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: William Indelicato
Represented By: Chelsea R. Sousa
Represented By: Kelly Marie Cardin
Represented By: Marc L. Zaken
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: Adam Clemens
Represented By: Chelsea R. Sousa
Represented By: Kelly Marie Cardin
Represented By: Marc L. Zaken
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]

Disclaimer: Justia Dockets & Filings provides public litigation records from the federal appellate and district courts. These filings and docket sheets should not be considered findings of fact or liability, nor do they necessarily reflect the view of Justia.


Why Is My Information Online?