Frontier Credit Union v. Ameriprise Financial Services, LLC, et al.
Plaintiff: Frontier Credit Union and East Idaho Credit Union, an Idaho state-chartered credit union
Defendant: Ameriprise Financial Services, LLC, Adam C Serr, Sr, Shayla Lynn Kelley, Kristin L. Bergeson, Bright Star Financial Advisors, LLC, Doe Business Entities 1-10 and John and Jane Does 11-20
Case Number: 4:2023cv00434
Filed: October 4, 2023
Court: US District Court for the District of Idaho
Presiding Judge: Amanda K Brailsford
Referring Judge: B Lynn Winmill
Nature of Suit: Defend Trade Secrets Act (of 2016)
Jury Demanded By: Both
Docket Report

This docket was last retrieved on October 20, 2023. A more recent docket listing may be available from PACER.

Date Filed Document Text
October 20, 2023 Opinion or Order Filing 11 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)
October 11, 2023 Filing 10 SUPPLEMENT by Defendant Ameriprise Financial Services, LLC re #1 Notice of Removal,,,,,,,, CORRECTIVE ENTRY. (Attachments: #1 State Court Complaint Exhibit 2 to Notice of Removal, #2 Supplement State Court Docket, #3 State Court Service Documents, #4 Exhibit Exhibits 2A-2D to State Court Complaint, #5 Exhibit Exhibits 2E-2G to State Court Complaint, #6 Exhibit Exhibits 2H-2T to State Court Complaint, #7 Exhibit Exhibits 2U-2V to State Court Complaint)(Evans, Jon)
October 11, 2023 Filing 9 CERTIFICATE OF SERVICE by Ameriprise Financial Services, LLC re #7 MOTION to Stay Memo ISO Motion (Evans, Jon)
October 11, 2023 Filing 8 CERTIFICATE OF SERVICE by Ameriprise Financial Services, LLC re #7 MOTION to Stay (Evans, Jon)
October 11, 2023 Filing 7 MOTION to Stay Jon Evans appearing for Defendant Ameriprise Financial Services, LLC. Responses due by 11/1/2023 (Attachments: #1 Memorandum in Support)(Evans, Jon)
October 11, 2023 Filing 6 NOTICE of Availability of Magistrate Judge and Requirement for Consent sent to counsel for Ameriprise Financial Services, LLC, and Frontier Credit Union re. dkt #1 Notice of Removal. Consent/Objection to Magistrate due by 12/11/2023. (ac)
October 11, 2023 CORRECTIVE ENTRY - The entry docket number #1 Notice of Removal, exhibits filed by Ameriprise Financial Services, LLC was filed incorrectly in this case as they are not properly labeled. Each one should be a separate attachment, and each attachment should be specifically described (i.e. State Court Complaint, State Court Docket, Service Documents) Example: Your Main Document will be the Petition for Removal. State Court documents should be attached as: Attachment 1) Complaint Attachment 2) State Court Docket Attachment 3) Service Documents Attachment 4) Any answers Attachment 5) Pending Motions. The filing party shall re-submit the state court exhibits ONLY using the ECF event supplement.(ac)
October 6, 2023 Opinion or Order Filing 5 ORDER OF REASSIGNMENT. IT IS HEREBY ORDERED that this case is reassigned to United States District Judge Amanda K. Brailsford for all further proceedings.IT IS FURTHER ORDERED that the case number, 4:23-cv-434-BLW, shall be changed to 4:23-cv-434-AKB. The parties shall use this case number on all future filings. Signed by Judge B Lynn Winmill. (km)
October 5, 2023 Filing 4 DOCKET ENTRY ORDER approving dkt. #3 Motion for Pro Hac Vice Appearance of attorney Edward B Magarian for Ameriprise Financial Services, LLC 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) Modified on 10/11/2023 To change the filing date (lm).
October 5, 2023 Filing 3 MOTION FOR PRO HAC VICE APPEARANCE by Edward Magarian. ( Filing fee $ 250 receipt number AIDDC-2639860.)Jon Evans appearing for Defendant Ameriprise Financial Services, LLC. Responses due by 10/26/2023 (Evans, Jon)
October 4, 2023 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)
October 4, 2023 Filing 2 Corporate Disclosure Statement by Ameriprise Financial Services, LLC identifying Corporate Parent Ameriprise Financial, Inc. for Ameriprise Financial Services, LLC. (Evans, Jon)
October 4, 2023 Filing 1 NOTICE OF REMOVAL by Ameriprise Financial Services, LLC from Idaho Seventh Judicial District Court County of Bonneville, case number CV10-23-4384.(Filing fee $402 receipt numberAIDDC-2639275.), filed by Ameriprise Financial Services, LLC. (Attachments: #1 Cover Sheet, #2 Cover Sheet Attachment to Cover Sheet, #3 State Court Service Documents Exhibit 1 to Notice of Removal, #4 State Court Complaint Exhibit 2 to Notice of Removal, #5 Exhibit Exhibit 2A to Notice of Removal, #6 Exhibit Exhibit 2B to Notice of Removal, #7 Exhibit Exhibit 2C to Notice of Removal, #8 Exhibit Exhibit 2D to Notice of Removal, #9 Exhibit Exhibit 2E to Notice of Removal, #10 Exhibit Exhibit 2F to Notice of Removal, #11 Exhibit Exhibit 2G to Notice of Removal, #12 Exhibit Exhibit 2H to Notice of Removal, #13 Exhibit Exhibit 2I to Notice of Removal, #14 Exhibit Exhibit 2J to Notice of Removal, #15 Exhibit Exhibit 2K to Notice of Removal, #16 Exhibit Exhibit 2L to Notice of Removal, #17 Exhibit Exhibit 2M to Notice of Removal, #18 Exhibit Exhibit 2N to Notice of Removal, #19 Exhibit Exhibit 2O to Notice of Removal, #20 Exhibit Exhibit 2P to Notice of Removal, #21 Exhibit Exhibit 2Q to Notice of Removal, #22 Exhibit Exhibit 2R to Notice of Removal, #23 Exhibit Exhibit 2S to Notice of Removal, #24 Exhibit Exhibit 2T to Notice of Removal, #25 Exhibit Exhibit 2U to Notice of Removal, #26 Exhibit Exhibit 2V to Notice of Removal, #27 State Court Service Documents Exhibit 3 to Notice of Removal, #28 State Court Service Documents Exhibit 4 to Notice of Removal, #29 State Court Service Documents Exhibit 5 to Notice of Removal, #30 State Court Service Documents Exhibit 6 to Notice of Removal, #31 State Court Service Documents Exhibit 7 to Notice of Removal, #32 State Court Service Documents Exhibit 8 to Notice of Removal, #33 State Court Service Documents Exhibit 9 to Notice of Removal, #34 State Court Service Documents Exhibit 10 to Notice of Removal, #35 State Court Service Documents Exhibit 11 to Notice of Removal, #36 Exhibit Exhibit 12 to Notice of Removal State Court Docket)(Evans, Jon)

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Search for this case: Frontier Credit Union v. Ameriprise Financial Services, LLC, et al.
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Plaintiff: Frontier Credit Union
Represented By: Gary Lee Cooper
Represented By: Ron Kerl
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Plaintiff: East Idaho Credit Union, an Idaho state-chartered credit union
Represented By: Gary Lee Cooper
Represented By: Ron Kerl
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Defendant: Ameriprise Financial Services, LLC
Represented By: Jon Evans
Represented By: Ed Magarian
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Defendant: Adam C Serr, Sr
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Defendant: Shayla Lynn Kelley
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Defendant: Kristin L. Bergeson
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Defendant: Bright Star Financial Advisors, LLC
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Defendant: Doe Business Entities 1-10
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Defendant: John and Jane Does 11-20
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