Gladstone v. Metropolitan Life Insurance Company et al
Plaintiff: Jonathan Gladstone
Defendant: Metropolitan Life Insurance Company, Morgan Stanley Smith Barney LLC and Morgan Stanley Services Group Inc.
Case Number: 9:2023cv80929
Filed: June 16, 2023
Court: US District Court for the Southern District of Florida
Presiding Judge: Bruce E Reinhart
Referring Judge: Robin L Rosenberg
Nature of Suit: Other Statutory Actions
Cause of Action: 29 U.S.C. § 1132 E.R.I.S.A.-Employee Benefits
Jury Demanded By: None
Docket Report

This docket was last retrieved on August 11, 2023. A more recent docket listing may be available from PACER.

Date Filed Document Text
August 11, 2023 Filing 27 Defendant's Corporate Disclosure Statement by Metropolitan Life Insurance Company, Morgan Stanley Services Group Inc., Morgan Stanley Smith Barney LLC identifying Corporate Parent MetLife, Inc. for Metropolitan Life Insurance Company; Corporate Parent Morgan Stanley Capital Management, LLC, Corporate Parent Morgan Stanley, Corporate Parent Morgan Stanley Domestic Holdings, Inc. for Morgan Stanley Services Group Inc., Morgan Stanley Smith Barney LLC (Jacobson, Jeannine)
August 11, 2023 Filing 26 ANSWER and Affirmative Defenses to Complaint by Metropolitan Life Insurance Company. (Jacobson, Jeannine)
August 11, 2023 Filing 25 ANSWER and Affirmative Defenses to Complaint by Morgan Stanley Services Group Inc., Morgan Stanley Smith Barney LLC. (Jacobson, Jeannine)
August 9, 2023 Filing 24 NOTICE of Attorney Appearance by Latanae L. Parker on behalf of Metropolitan Life Insurance Company, Morgan Stanley Services Group Inc., Morgan Stanley Smith Barney LLC. Attorney Latanae L. Parker added to party Metropolitan Life Insurance Company(pty:dft), Attorney Latanae L. Parker added to party Morgan Stanley Services Group Inc.(pty:dft), Attorney Latanae L. Parker added to party Morgan Stanley Smith Barney LLC(pty:dft). (Parker, Latanae)
August 9, 2023 Opinion or Order Filing 23 PAPERLESS ORDER granting #22 Motion for Extension of Time to File Response/Answer to a Complaint or Other Case Initiating Document All Defendants. Response/Answer due 8/11/2023. Signed by Judge Robin L. Rosenberg (dt00)
August 8, 2023 Filing 22 Second MOTION for Extension of Time to File Response/Reply/Answer as to #1 Complaint by Metropolitan Life Insurance Company, Morgan Stanley Services Group Inc., Morgan Stanley Smith Barney LLC. (Attachments: #1 Text of Proposed Order)(Jacobson, Jeannine)
July 31, 2023 Opinion or Order Filing 21 ORDER Setting Telephonic Discovery Status Conference. ( Joint Discovery Status Report due by 3/20/2024., Telephone Status Conference Re: Discovery Matters set for 3/27/2024 02:30 PM before Magistrate Judge Bruce E. Reinhart.) Signed by Magistrate Judge Bruce E. Reinhart on 7/31/2023. See attached document for full details. (ls)
July 27, 2023 Opinion or Order Filing 20 ORDER Setting Status Conference, Calendar Call, Pretrial Deadlines, and Trial Date: (Fact Discovery due by 5/3/2024., Expert Discovery due by 5/3/2024., Dispositive Motions due by 6/6/2024., Jury Trial set for 9/9/2024 09:00 AM in West Palm Beach Division before Judge Robin L. Rosenberg., Calendar Call set for 9/4/2024 10:30 AM before Judge Robin L. Rosenberg., Status Conference set for 7/24/2024 10:00 AM before Judge Robin L. Rosenberg.), Order of Requirements, ORDER REFERRING CASE to Magistrate Judge Bruce E. Reinhart for Discovery Matters, and ORDER REFERRING CASE to Mediation. Signed by Judge Robin L. Rosenberg on 7/27/2023. See attached document for full details. (ls) #Pattern Jury Instruction Builder - To access the latest, up to date changes to the 11th Circuit Pattern Jury Instructions go to https://pji.ca11.uscourts.gov or click here.
July 27, 2023 Filing 19 Joint SCHEDULING REPORT - Rule 16.1 by Jonathan Gladstone (Attachments: #1 Text of Proposed Order)(Alper, Joshua)
July 13, 2023 Opinion or Order Filing 18 PAPERLESS ORDER granting #17 Motion for Extension of Time to File Response/Answer to a Complaint or Other Case Initiating Document All Defendants. Response to Complaint due 8/8/2023. Signed by Judge Robin L. Rosenberg (dt00)
July 13, 2023 Filing 17 Unopposed MOTION for Extension of Time to File Response/Reply/Answer as to #1 Complaint by Metropolitan Life Insurance Company, Morgan Stanley Services Group Inc., Morgan Stanley Smith Barney LLC. Attorney Jeannine Cline Jacobson added to party Metropolitan Life Insurance Company(pty:dft), Attorney Jeannine Cline Jacobson added to party Morgan Stanley Services Group Inc.(pty:dft), Attorney Jeannine Cline Jacobson added to party Morgan Stanley Smith Barney LLC(pty:dft). (Attachments: #1 Text of Proposed Order)(Jacobson, Jeannine)
July 13, 2023 Filing 16 SUMMONS (Affidavit) Returned Executed on #1 Complaint with a 21 day response/answer filing deadline pursuant to Fed. R. Civ. P. 12 by Jonathan Gladstone. Metropolitan Life Insurance Company served on 6/27/2023, response/answer due 7/18/2023. (Osherow, Mark)
June 27, 2023 Filing 15 ACKNOWLEDGMENT OF SERVICE as to #10 Summons Issued to Morgan Stanley Smith Barney filed by Jonathan Gladstone. (Osherow, Mark)
June 27, 2023 Filing 14 ACKNOWLEDGMENT OF SERVICE as to #10 Summons Issued to Morgan Stanley Services Group filed by Jonathan Gladstone. (Osherow, Mark)
June 27, 2023 Filing 13 CLERK'S NOTICE - Attorney Admissions has not updated address and/or email information for attorney Joshua Bryan Alper re #12 Notice of Change of Address, Email or Law Firm Name. Attorney Joshua Bryan Alper has not completed the required procedures for updating their information with the Court. After filing something in any pending cases, Attorney is instructed to go to their PACER account, Manage My Account, to complete the process of updating their information. The Court is NOT responsible for updating secondary email addresses. See the Courts website for detailed instructions. #www.flsd.uscourts.gov/updating-your-information (pt)
June 26, 2023 Filing 12 NOTICE of Change of Address, Email or Law Firm Name by Joshua Bryan Alper (Alper, Joshua)
June 23, 2023 Filing 11 NOTICE of Attorney Appearance by Joshua Bryan Alper on behalf of Jonathan Gladstone (Alper, Joshua)
June 20, 2023 Filing 10 Summons Issued as to Metropolitan Life Insurance Company, Morgan Stanley Services Group Inc., Morgan Stanley Smith Barney LLC. (cqs)
June 20, 2023 Filing 9 Plaintiff's NOTICE by Jonathan Gladstone re #1 Complaint Civil Cover Sheet (Osherow, Mark)
June 20, 2023 Filing 8 NOTICE of Filing Proposed Summons(es) Metropolitan Life by Jonathan Gladstone re #1 Complaint filed by Jonathan Gladstone (Osherow, Mark)
June 20, 2023 Filing 7 NOTICE of Filing Proposed Summons(es) to Morgan Stanley Smith Barney by Jonathan Gladstone re #1 Complaint filed by Jonathan Gladstone (Osherow, Mark)
June 20, 2023 Filing 6 NOTICE of Filing Proposed Summons(es) to Morgan Stanley Services Group by Jonathan Gladstone re #1 Complaint filed by Jonathan Gladstone (Osherow, Mark)
June 20, 2023 Opinion or Order Filing 5 STANDING DISCOVERY ORDER FOR MAGISTRATE JUDGE BRUCE REINHART Signed by Magistrate Judge Bruce E. Reinhart on 6/20/2023. See attached document for full details. (cqs)
June 20, 2023 Opinion or Order Filing 4 ORDER REFERRING CASE to Magistrate Judge Bruce E. Reinhart Discovery Matters AND ORDER OF COURT-MANDATED REQUIREMENTS ONSERVICE, DEFAULTS, AND JOINT SCHEDULING REPORTS. Signed by Judge Robin L. Rosenberg on 6/20/2023. See attached document for full details. (cqs)
June 20, 2023 Filing 3 Clerk's Notice to Filer re: Electronic Case. No Civil Cover Sheet. Filer is instructed to file a Notice (Other) with the Civil Cover Sheet attached within 24 hours of the notice. (nwn)
June 16, 2023 Filing 2 Clerks Notice of Judge Assignment to Judge Robin L. Rosenberg and Magistrate Judge Bruce E. Reinhart. Pursuant to 28 USC 636(c), the parties are hereby notified that the U.S. Magistrate Judge Bruce E. Reinhart is available to handle any or all proceedings in this case. If agreed, parties should complete and file the Consent form found on our website. It is not necessary to file a document indicating lack of consent. (nwn)
June 16, 2023 Filing 1 COMPLAINT against All Defendants. Filing fees $ 402.00 receipt number AFLSDC-16701154, filed by Jonathan Gladstone.(Osherow, Mark)

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Plaintiff: Jonathan Gladstone
Represented By: Mark R. Osherow
Represented By: Joshua Bryan Alper
Represented By: Kenyetta Nicole Alexander
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Defendant: Metropolitan Life Insurance Company
Represented By: Jeannine Cline Jacobson
Represented By: Latanae L. Parker
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Defendant: Morgan Stanley Smith Barney LLC
Represented By: Jeannine Cline Jacobson
Represented By: Latanae L. Parker
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Defendant: Morgan Stanley Services Group Inc.
Represented By: Jeannine Cline Jacobson
Represented By: Latanae L. Parker
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