Beirne Wealth Consulting Services, LLC v. Englebert et al
Plaintiff: BEIRNE WEALTH CONSULTING SERVICES, LLC
Defendant: ENGLEBERT FINANCIAL ADVISERS, LLC, ENGLEBERT CHRISTOPHER, Jamie Englebert and Christopher Englebert
Alternative Dispute Resolution (Adr) Provider: ENGLEBERT JAMIE
Case Number: 1:2019cv07936
Filed: August 23, 2019
Court: US District Court for the Southern District of New York
Presiding Judge: Edgardo Ramos
Nature of Suit: Contract: Other
Cause of Action: 28 U.S.C. § 1332
Jury Demanded By: None
Docket Report

This docket was last retrieved on August 10, 2020. A more recent docket listing may be available from PACER.

Date Filed Document Text
October 8, 2019 Filing 25 NOTICE OF APPEARANCE by Jedd E. Mendelson on behalf of Christopher Englebert, Jamie Englebert, Englebert Financial Advisers, LLC. (Mendelson, Jedd)
October 8, 2019 Filing 24 RULE 7.1 CORPORATE DISCLOSURE STATEMENT. No Corporate Parent. Document filed by Englebert Financial Advisers, LLC.(Sims, Tyler)
October 7, 2019 Filing 23 ANSWER to #7 Complaint,., COUNTERCLAIM against Beirne Wealth Consulting Services, LLC. Document filed by Englebert Financial Advisers, LLC, Jamie Englebert, Christopher Englebert.(Sims, Tyler)
October 4, 2019 Filing 22 AFFIDAVIT OF SERVICE of Summons in a Civil Action, Complaint, Civil Cover Sheet and Rule 7.1 Statement served on Christopher Englebert on 09/17/2019. Service was made by Mail. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter)
October 4, 2019 Filing 21 AFFIDAVIT OF SERVICE of Summons in a Civil Action, Complaint, Civil Cover Sheet and Rule 7.1 Statement served on Christopher Englebert on 09/16/2019. Service was accepted by Jamie Englebert. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter)
October 4, 2019 Filing 20 AFFIDAVIT OF SERVICE of Summons in a Civil Action, Complaint, Civil Cover Sheet and Rule 7.1 Statement served on Jamie Englebert on 09/16/2019. Service was accepted by Jamie Englebert. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter)
October 4, 2019 Filing 19 AFFIDAVIT OF SERVICE of Summons in a Civil Action, Complaint, Civil Cover Sheet and Rule 7.1 Statement served on Englebert Financial Advisers, LLC on 09/16/2019. Service was accepted by Jamie Englebert. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter)
September 3, 2019 Filing 18 ELECTRONIC SUMMONS ISSUED as to Jamie Englebert. (pne)
September 3, 2019 Filing 17 ELECTRONIC SUMMONS ISSUED as to Englebert Financial Advisers, LLC. (pne)
August 30, 2019 Filing 16 REQUEST FOR ISSUANCE OF SUMMONS as to Englebert Financial Advisers, LLC, re: #7 Complaint,. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter)
August 30, 2019 Filing 15 REQUEST FOR ISSUANCE OF SUMMONS as to Jamie Englebert, re: #7 Complaint,. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter)
August 29, 2019 Filing 14 ELECTRONIC SUMMONS ISSUED as to Christopher Englebert. (pne)
August 29, 2019 ***NOTICE TO ATTORNEY REGARDING DEFICIENT REQUEST FOR ISSUANCE OF SUMMONS. Notice to Attorney Peter William Baldwin to RE-FILE Document No. #12 Request for Issuance of Summons. The filing is deficient for the following reason(s): party name in the 'To' field and on the docket entry text (Jaime) contains a typographical error. Re-file the document using the event type Request for Issuance of Summons found under the event list Service of Process - select the correct filer/filers - and attach the correct summons form PDF. (pne)
August 29, 2019 ***NOTICE TO ATTORNEY REGARDING DEFICIENT REQUEST FOR ISSUANCE OF SUMMONS. Notice to Attorney Peter William Baldwin to RE-FILE Document No. #13 Request for Issuance of Summons. The filing is deficient for the following reason(s): defendant name in the 'To' field on the summons request PDF is incorrect. Re-file the document using the event type Request for Issuance of Summons found under the event list Service of Process - select the correct filer/filers - and attach the correct summons form PDF. (pne)
August 28, 2019 Filing 13 FILING ERROR - DEFICIENT SUMMONS REQUEST PDF ERROR - REQUEST FOR ISSUANCE OF SUMMONS as to Englebert Financial Advisers, LLC, re: #7 Complaint,. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter) Modified on 8/29/2019 (pne).
August 28, 2019 Filing 12 FILING ERROR - DEFICIENT SUMMONS REQUEST As To - REQUEST FOR ISSUANCE OF SUMMONS as to Jaime Englebert, re: #7 Complaint,. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter) Modified on 8/29/2019 (pne).
August 28, 2019 Filing 11 REQUEST FOR ISSUANCE OF SUMMONS as to Christopher Englebert, re: #7 Complaint,. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter)
August 28, 2019 ***NOTICE TO ATTORNEY REGARDING DEFICIENT REQUEST FOR ISSUANCE OF SUMMONS. Notice to Attorney Peter William Baldwin to RE-FILE Document No. #10 Request for Issuance of Summons, #8 Request for Issuance of Summons, #9 Request for Issuance of Summons. The filing is deficient for the following reason(s): Attorney address field is blank;. Re-file the document using the event type Request for Issuance of Summons found under the event list Service of Process - select the correct filer/filers - and attach the correct summons form PDF. (pc)
August 27, 2019 Filing 10 FILING ERROR - DEFICIENT PLEADING - SUMMONS REQUEST PDF ERROR - REQUEST FOR ISSUANCE OF SUMMONS as to Englebert Financial Advisers, LLC, re: #7 Complaint,. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter) Modified on 8/28/2019 (pc).
August 27, 2019 Filing 9 FILING ERROR - DEFICIENT PLEADING - SUMMONS REQUEST PDF ERROR - REQUEST FOR ISSUANCE OF SUMMONS as to Jaime Englebert, re: #7 Complaint,. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter) Modified on 8/28/2019 (pc).
August 27, 2019 Filing 8 FILING ERROR - DEFICIENT PLEADING - SUMMONS REQUEST PDF ERROR - REQUEST FOR ISSUANCE OF SUMMONS as to Christopher Englebert, re: #7 Complaint,. Document filed by Beirne Wealth Consulting Services, LLC. (Baldwin, Peter) Modified on 8/28/2019 (pc).
August 26, 2019 Filing 7 COMPLAINT against Christopher Englebert, Jamie Englebert, Englebert Financial Advisers, LLC. Document filed by Beirne Wealth Consulting Services, LLC. (Attachments: #1 Exhibit Exhibit A - BWC- Confidentiality and Non Solicitation Agreement (C. Englebert), #2 Exhibit Exhibit B - BWC - Confidentiality and Non-Solicitation Agreement (J. Englebert))(Baldwin, Peter)
August 26, 2019 ***NOTICE TO ATTORNEY REGARDING DEFICIENT PLEADING. Notice to Attorney Peter William Baldwin to RE-FILE Document No. #1 Complaint. The filing is deficient for the following reason(s): the wrong party/parties whom the pleading is against were selected. Re-file the pleading using the event type Complaint found under the event list Complaints and Other Initiating Documents - attach the correct signed PDF - select the individually named filer/filers - select the individually named party/parties the pleading is against. (sj)
August 26, 2019 ***NOTICE TO ATTORNEY REGARDING PARTY MODIFICATION. Notice to attorney Peter William Baldwin. The party information for the following party/parties has been modified: Beirne Wealth Consulting Services, LLC.; Christopher Englebert; Jamie Englebert; Englebert Financial Advisers, LLC. The information for the party/parties has been modified for the following reason/reasons: party name was entered in all caps; party role was entered incorrectly; party name was entered incorrectly. (sj)
August 26, 2019 ***NOTICE TO ATTORNEY REGARDING CIVIL. CASE OPENING STATISTICAL ERROR CORRECTION: Notice to attorney Peter William Baldwin. The following case opening statistical information was erroneously selected/entered: County code Albany. The following correction(s) have been made to your case entry: the County code has been modified to XX Out of State. (sj)
August 26, 2019 CASE OPENING INITIAL ASSIGNMENT NOTICE: The above-entitled action is assigned to Judge Edgardo Ramos. Please download and review the Individual Practices of the assigned District Judge, located at #http://nysd.uscourts.gov/judges/District. Attorneys are responsible for providing courtesy copies to judges where their Individual Practices require such. Please download and review the ECF Rules and Instructions, located at #http://nysd.uscourts.gov/ecf_filing.php. (sj)
August 26, 2019 Case Designated ECF. (sj)
August 26, 2019 Magistrate Judge Kevin Nathaniel Fox is so designated. Pursuant to 28 U.S.C. Section 636(c) and Fed. R. Civ. P. 73(b)(1) parties are notified that they may consent to proceed before a United States Magistrate Judge. Parties who wish to consent may access the necessary form at the following link: #http://nysd.uscourts.gov/forms.php. (sj)
August 26, 2019 ***NOTICE TO ATTORNEY REGARDING DEFICIENT REQUEST FOR ISSUANCE OF SUMMONS. Notice to Attorney Peter William Baldwin to RE-FILE Document No. #6 Request for Issuance of Summons, #4 Request for Issuance of Summons, #5 Request for Issuance of Summons. The filing is deficient for the following reason(s): the PDF attached to the docket entry for the issuance of summons is not correct; plaintiff's attorney information not provided on PDF. Re-file the document using the event type Request for Issuance of Summons found under the event list Service of Process - select the correct filer/filers - and attach the correct summons form PDF. (sj)
August 23, 2019 Filing 6 FILING ERROR - DEFICIENT SUMMONS REQUEST - PDF ERROR REQUEST FOR ISSUANCE OF SUMMONS as to JAMIE ENGLEBERT, re: #1 Complaint. Document filed by BEIRNE WEALTH CONSULTING SERVICES, LLC. (Baldwin, Peter) Modified on 8/26/2019 (sj).
August 23, 2019 Filing 5 FILING ERROR - DEFICIENT SUMMONS REQUEST - PDF ERROR REQUEST FOR ISSUANCE OF SUMMONS as to ENGLEBERT FINANCIAL ADVISERS, LLC, re: #1 Complaint. Document filed by BEIRNE WEALTH CONSULTING SERVICES, LLC. (Baldwin, Peter) Modified on 8/26/2019 (sj).
August 23, 2019 Filing 4 FILING ERROR - DEFICIENT SUMMONS REQUEST - PDF ERROR REQUEST FOR ISSUANCE OF SUMMONS as to CHRISTOPHER ENGLEBERT, re: #1 Complaint. Document filed by BEIRNE WEALTH CONSULTING SERVICES, LLC. (Baldwin, Peter) Modified on 8/26/2019 (sj).
August 23, 2019 Filing 3 RULE 7.1 CORPORATE DISCLOSURE STATEMENT. No Corporate Parent. Document filed by BEIRNE WEALTH CONSULTING SERVICES, LLC.(Baldwin, Peter)
August 23, 2019 Filing 2 CIVIL COVER SHEET filed. (Baldwin, Peter)
August 23, 2019 Filing 1 FILING ERROR - DEFICIENT PLEADING - FILED AGAINST PARTY ERROR COMPLAINT against ENGLEBERT CHRISTOPHER, ENGLEBERT FINANCIAL ADVISERS, LLC, ENGLEBERT JAMIE. (Filing Fee $ 400.00, Receipt Number ANYSDC-17486319)Document filed by BEIRNE WEALTH CONSULTING SERVICES, LLC. (Attachments: #1 Exhibit Exhibit A - BWC- Confidentiality and Non Solicitation Agreement (C. Englebert), #2 Exhibit Exhibit B - BWC - Confidentiality and Non-Solicitation Agreement (J. Englebert))(Baldwin, Peter) Modified on 8/26/2019 (sj).

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Defendant: ENGLEBERT FINANCIAL ADVISERS, LLC
Represented By: Jedd E. Mendelson
Represented By: Tyler Allan Sims
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Defendant: ENGLEBERT CHRISTOPHER
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Defendant: Jamie Englebert
Represented By: Jedd E. Mendelson
Represented By: Tyler Allan Sims
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Defendant: Christopher Englebert
Represented By: Jedd E. Mendelson
Represented By: Tyler Allan Sims
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Plaintiff: BEIRNE WEALTH CONSULTING SERVICES, LLC
Represented By: Peter William Baldwin
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Alternative dispute resolution (adr) provider: ENGLEBERT JAMIE
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