Davis v. Symetra Life Insurance Company et al
| Joseph D. Davis |
| Symetra Life Insurance Company, Safeco Life Insurance Company and LPL Financial, LLC |
| 2:2026cv01546 |
| May 8, 2026 |
| U.S. District Court for the Middle District of Florida |
| Kyle C Dudek |
| Kevin R Huguelet |
| Contract: Recovery/Enforcement |
| 28 U.S.C. § 1330 Breach of Contract |
| None |
Docket Report
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This docket was last retrieved on July 6, 2026. A more recent docket listing may be available from PACER.
| Document Text |
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| Filing 25 Unopposed MOTION for Sean P./ Nalty to appear pro hac vice, Special Admission fee paid, Receipt No. AFLMDC-25212310 for $150 by Symetra Life Insurance Company. (Buhite, Russell) Motions referred to Magistrate Judge Kevin R. Huguelet. |
Filing 24
ENDORSED ORDER denying as moot #17 Motion to Dismiss and #22 Motion to Dismiss because Plaintiff has filed an amended complaint, which is now the operative pleading by law. Defendants can reassert any applicable arguments in response to the new pleading. Signed by District Judge Kyle C. Dudek on 6/28/2026. (Dudek, Kyle)
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| Filing 23 AMENDED COMPLAINT against LPL Financial, LLC, Symetra Life Insurance Company filed by Joseph D. Davis. (Attachments: #1 Exhibit Annuity Contract, #2 Exhibit Account Application & Agreement)(Peterson, Donald) |
| Filing 22 MOTION to Dismiss Complaint or in the Alternative, Motion to Transfer Venue by LPL Financial, LLC. (Attachments: #1 Exhibit No. 1, #2 Exhibit No. 2, #3 Exhibit No. 3, #4 Exhibit No. 4, #5 Exhibit No. 5)(Johnson, Alise) |
| Filing 21 NOTICE of compliance re 20 Notice to Counsel of Local Rule 2.01(b)(2)(B) by Symetra Life Insurance Company (Attachments: #1 Exhibit A)(Buhite, Russell) |
| Filing 20 NOTICE TO COUNSEL Russell S. Buhite of Local Rule 2.01(b)(2)(B), which requires members of the Middle District bar to maintain with the clerk a current telephone number, mailing address, and email address. Update your contact information for the Middle District through PACER. The attorney listed shall file a notice of compliance within fourteen days. Failure to comply with this notice within fourteen days will result in counsel being terminated from the docket sheet without further notice. (Signed by Deputy Clerk). (MSN) |
| Filing 19 DISCLOSURE STATEMENT under Rule 7.1, Federal Rules of Civil Procedure, and Local Rule 3.03 by Symetra Life Insurance Company identifying Corporate Parent Symetra Financial Corporation for Symetra Life Insurance Company.. (Buhite, Russell) |
| Filing 18 NOTICE to the Courts to take judicial notice regarding #17 MOTION to Dismiss Plaintiff's Complaint for Breach of Contract , or in the Alternative, Motion to Transfer Venue by Symetra Life Insurance Company. (Attachments: #1 Exhibit 1 Complaint in Interpleader, #2 Exhibit 2 Petition for Review S296315, #3 Exhibit 3 Register of Actions Case No. S295470, #4 Exhibit 4 Register of Actions Case No. S296315, #5 Exhibit 5 Bagby v. Superior Court No. 1789409, #6 Exhibit 6 Bagby v. Davis No. 746860)(Buhite, Russell) |
| Filing 17 MOTION to Dismiss Plaintiff's Complaint for Breach of Contract, or in the Alternative, MOTION to Change Venue/Transfer Case by Symetra Life Insurance Company. (Buhite, Russell) . Added MOTION to Change Venue / Transfer Case on 6/4/2026 (LJC). Modified on 6/4/2026 as to docket text and to add applicable motion type (LJC). |
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Filing 16
ENDORSED ORDER granting #14 Agreed Motion for Extension of Time to File a Response to Plaintiff's Complaint. By July 6, 2026, LPL Financial, LLC will file a response. Signed by Magistrate Judge Kevin R. Huguelet on 6/2/2026. (BRH)
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| Filing 15 NOTICE of hearing: Rule 16(b) Conference set for 7/22/2026 at 10:45 AM in Zoom Video Conference before Magistrate Judge Kevin R. Huguelet. Case Management Report due by 7/14/2026. Join Zoom by: https://www.zoomgov.com/j/1655551793?pwd=FJjwaxWIR7VWM718aOh9xpaNWmx5wX.1 Meeting ID: 165 555 1793 Passcode: 695521 (TLS) |
| Filing 14 MOTION for Extension of Time to File Answer to Plaintiff's Complaint by LPL Financial, LLC. (Johnson, Alise) Motions referred to Magistrate Judge Kevin R. Huguelet. |
| Filing 13 NOTICE of Lead Counsel Designation by Russell Scott Buhite on behalf of Symetra Life Insurance Company. Lead Counsel: Russell S. Buhite. (Buhite, Russell) |
| Filing 12 NOTICE of Appearance by Russell Scott Buhite on behalf of Symetra Life Insurance Company (Buhite, Russell) |
| Filing 11 RETURN of service executed on 05/13/2026 by Joseph D. Davis as to LPL Financial, LLC., SUMMONS returned executed by Joseph D. Davis. LPL Financial, LLC served on 5/13/2026, answer due 7/13/2026. (Peterson, Donald) |
| Filing 10 RETURN of service executed on 05/13/2026 by Joseph D. Davis as to Symetra Life Insurance Company. (Peterson, Donald) |
| Filing 9 NOTICE of Lead Counsel Designation by Donald Grayson Peterson on behalf of Joseph D. Davis. Lead Counsel: Donald G. Peterson. (Peterson, Donald) |
| Filing 8 DISCLOSURE STATEMENT under Rule 7.1, Federal Rules of Civil Procedure, and Local Rule 3.03 by Joseph D. Davis. (Peterson, Donald) |
| Filing 7 SUMMONS issued as to LPL Financial, LLC, Symetra Life Insurance Company. (AM) |
| Filing 6 NOTICE TO ALL COUNSELS of Local Rule 2.02(a), which states, "The first paper filed on behalf of a party must designate only one lead counsel who - unless the party changes the designation - remains lead counsel throughout the action." Counsel must file a Notice of Lead Counsel Designation identifying lead counsel. (Signed by Deputy Clerk). (AM) |
| Filing 5 CIVIL Action Order. Signed by All Divisional Judges on 5/12/2026. (LF) |
| Filing 4 PROPOSED summons to be issued by Joseph D. Davis. (Peterson, Donald) |
| Filing 3 PROPOSED summons to be issued by Joseph D. Davis. (Peterson, Donald) |
| Filing 2 NEW CASE ASSIGNED to District Judge Kyle C. Dudek and Magistrate Judge Kevin R. Huguelet. New case number: 2:26-cv-1546-KCD-KRH. (RLD) |
| Filing 1 COMPLAINT against All Defendants (Filing fee $405 receipt number AFLMDC-24921346) filed by Joseph D. Davis. (Attachments: #1 Civil Cover Sheet)(Peterson, Donald) |
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