Frontier Credit Union v. Serr, et al.
| Frontier Credit Union and formerly East Idaho Credit Union, an Idaho state-chartered credit union |
| Adam C. Serr, Sr., Shayla Lynn Kelley, Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Ameriprise Financial Services, LLC, Doe Business Entities 1-10, John/Jane Does 11-20 and Shayla Lynn Hawkins |
| 4:2023cv00433 |
| October 4, 2023 |
| U.S. District Court for the District of Idaho |
| Amanda K Brailsford |
| Contract: Other |
| 28 U.S.C. § 1331 Fed. Question |
| Plaintiff |
Docket Report
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This docket was last retrieved on August 8, 2024. A more recent docket listing may be available from PACER.
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Filing 15
NOTICE of Availability of Magistrate Judge and Requirement for Consent sent to counsel for Ameriprise Financial Services, LLC re. dkt #13 Memorandum in Support of Motion. Consent/Objection to Magistrate due by 1/22/2024. (ac)
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Filing 14
REPLY to Response to Motion re #7 MOTION to Stay The Proceedings and Compel Arbitration filed by Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Shayla Lynn Kelley, Adam C. Serr, Sr.Motion Ripe Deadline set for 11/16/2023.(McLaughlin, Alexander)
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Filing 13
MEMORANDUM in Support re #7 MOTION to Stay The Proceedings and Compel Arbitration or Alternatively to Dismiss filed by Ameriprise Financial Services, LLC.(Evans, Jon)
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Filing 12
NOTICE of Appearance by Morgan D Goodin on behalf of Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Shayla Lynn Kelley, Adam C. Serr, Sr (Goodin, Morgan)
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Filing 11
MEMORANDUM in Opposition re #7 MOTION to Stay The Proceedings and Compel Arbitration filed by Frontier Credit Union. Replies due by 11/15/2023.(Cooper, Gary)
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Filing 10
ORDER APPROVING STIPULATION TO CONSOLIDATE CASES - IT IS HEREBY ORDERED that:The Stipulation (Dkt. #9 ) is APPROVED; and This action and Frontier Credit Union v. Adam C. Serr, Sr., et al., Case No. 4:23-cv-00434-AKB, are hereby consolidated for all purposes, pursuant to Federal Rule of Civil Procedure 42(a)(2). All further pleadings or filings shall be submitted only in Case No. 4:23-cv-00433-AKB, which is now the lead case. The parties will use the case caption as it currently exists in this action. The Clerk of the Court shall place a signed copy of this Order in the file of this action and in Case No. 4:23-cv-00434-AKB. Signed by Judge Amanda K Brailsford. (caused to be mailed to non Registered Participants at the addresses listed on the Notice of Electronic Filing (NEF) by (ac)
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Filing 9
STIPULATION to Consolidate Cases by Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Shayla Lynn Kelley, Adam C. Serr, Sr. (McLaughlin, Alexander)
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Filing 8
Corporate Disclosure Statement by Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Shayla Lynn Kelley, Adam C. Serr, Sr. (McLaughlin, Alexander)
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Filing 7
MOTION to Stay The Proceedings and Compel Arbitration Alexander P. McLaughlin appearing for Defendants Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Shayla Lynn Kelley, Adam C. Serr, Sr. Responses due by 11/1/2023 (Attachments: #1 Memorandum in Support)(McLaughlin, Alexander)
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Filing 6
NOTICE of Availability of Magistrate Judge and Requirement for Consent sent to counsel for Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Frontier Credit Union, Shayla Lynn Kelley, Adam C. Serr, Sr re. dkt #1 Notice of Removal. Consent/Objection to Magistrate due by 12/4/2023. (ac)
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DOCKET TEXT NOTICE: Pursuant to FRCP 7.1 you are required to file a Corporate Disclosure Statement with the Clerk's Office. You can do this by choosing the category Other Documents, then select Corporate Disclosure Statement. (ac)
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Filing 5
DOCKET ENTRY ORDER approving dkt. #2 , dkt. #3 and dkt. #4 Motion for Pro Hac Vice Appearance of attorney's Michael S. Taaffe, Michael V. Colvin and Brandon M. Taaffe for Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Shayla Lynn Kelley,and Adam C. Serr, Sr. Per Local Rule 83.4(e), out-of-state counsel shall immediately register for ECF. (Notice sent to CM/ECF Registration Clerk) (caused to be mailed to non Registered Participants at the addresses listed on the Notice of Electronic Filing (NEF) by (ac)
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RETURN OF SERVICE/PROCESS ASSUMED EXECUTED - Ameriprise Financial Services, LLC served on 10/4/2023; Kristin L. Bergeson served on 10/4/2023; Bright Star Financial Advisors, LLC served on 10/4/2023; Shayla Lynn Kelley served on 10/4/2023; Adam C. Serr, Sr served on 10/4/2023. (service assumed for internal reporting purpose only) (ac)
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Filing 4
MOTION FOR PRO HAC VICE APPEARANCE by Brandon M. Taaffe. ( Filing fee $ 250 receipt number AIDDC-2639413.)Alexander P. McLaughlin appearing for Defendants Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Shayla Lynn Kelley, Adam C. Serr, Sr. Responses due by 10/25/2023 (McLaughlin, Alexander)
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Filing 3
MOTION FOR PRO HAC VICE APPEARANCE by Michael V. Colvin. ( Filing fee $ 250 receipt number AIDDC-2639409.)Alexander P. McLaughlin appearing for Defendants Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Shayla Lynn Kelley, Adam C. Serr, Sr. Responses due by 10/25/2023 (McLaughlin, Alexander)
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Filing 2
MOTION FOR PRO HAC VICE APPEARANCE by Michael S. Taaffe. ( Filing fee $ 250 receipt number AIDDC-2639401.)Alexander P. McLaughlin appearing for Defendants Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Shayla Lynn Kelley, Adam C. Serr, Sr. Responses due by 10/25/2023 (McLaughlin, Alexander)
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Filing 1
NOTICE OF REMOVAL by Bright Star Financial Advisors, LLC, Adam C. Serr, Sr, Kristin L. Bergeson, Shayla Lynn Kelley from Seventh Judicial District Court, Bonneville County, case number CV10-23-4384.(Filing fee $402 receipt numberAIDDC-2639274.), filed by Bright Star Financial Advisors, LLC, Adam C. Serr, Sr, Kristin L. Bergeson, Shayla Lynn Kelley. (Attachments: #1 State Court Complaint Verified Complaint, Reservation of Right to Seek Punitive Damages, and Demand for Jury Trial, #2 Summons - Adam C. Serr, Sr., #3 Summons - Shayla Lynn Kelley, #4 Summons - Kristin L. Bergeson, #5 Summons - Bright Star Financial Advisors, #6 Summons - Ameriprise Financial Services, LLC, #7 Affidavit of Service - Adam C. Serr, Sr., #8 Affidavit of Service - Ameriprise Financial Services, LLC, #9 Affidavit of Service - Bright Star Financial Advisors, LLC, #10 Affidavit of Service - Kristin Bergeson, #11 Affidavit of Service - Shayla Lynn Kelley, #12 Register of Actions, #13 Cover Sheet)(McLaughlin, Alexander)
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