MORTON v. TUCKER BRIA WEALTH STRATEGIES, LLC et al
Plaintiff: JOANNE L. MORTON
Defendant: JAMES H. TUCKER and TUCKER BRIA WEALTH STRATEGIES, LLC
Case Number: 1:2021cv00017
Filed: January 6, 2021
Court: US District Court for the Middle District of North Carolina
Presiding Judge: JOI ELIZABETH PEAKE
Referring Judge: THOMAS D SCHROEDER
Nature of Suit: Civil Rights: Americans with Disabilities - Employment
Cause of Action: 29 U.S.C. ยง 621
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on February 18, 2021. A more recent docket listing may be available from PACER.

Date Filed Document Text
February 18, 2021 Opinion or Order Filing 12 ORDER signed by MAG/JUDGE JOI ELIZABETH PEAKE on 2/18/2021, that the parties' Joint Rule 26(f) Report [Doc. #11 ] is approved as noted herein. Discovery shall be established as Complex. Mediation shall be conducted by August 31, 2021, the exact date of mediation to be set by the mediator after consultation with the parties. The parties will attempt to agree on a mediator by March 31, 2021. The parties do not consent to trial and disposition of this case by a Magistrate Judge and do not presently believe that appointment of a special master is necessary. Trial should take approximately 3-4 days. A jury trial has been demanded. Mediation due by 8/31/2021. Plaintiff's Amended Pleadings due by 5/31/2021. Defendant's Amended Pleadings due by 5/31/2021. Discovery due by 8/31/2021. Joinder of Parties for Plaintiff due by 5/31/2021. Joinder of Parties for Defendant due by 5/31/2021. Dispositive Motions due by 9/30/2021. (Garland, Leah)
February 18, 2021 MEDIATION SCHEDULING ORDER; Selection of Mediator due by 3/31/2021. Mediation due by 8/31/2021.(Kemp, Donita)
February 18, 2021 CASE REFERRED to Mediation pursuant to Local Rule 83.9b of the Rules of Practice and Procedure of this Court. Please go to our website under Attorney Information for a list of mediators which must be served on all parties. (Kemp, Donita)
February 16, 2021 Filing 11 Rule 26(f) Report (Joint) filed by all parties by JAMES H. TUCKER, TUCKER BRIA WEALTH STRATEGIES, LLC.(VICKERS, JESSICA)
February 16, 2021 Motions Referred: RE: #11 Amended Rule 26(f) Report (Joint) filed by all parties, to MAG/JUDGE JOI ELIZABETH PEAKE (Garrett, Kim)
February 11, 2021 Filing 10 Rule 26(f) Report (Joint) filed by all parties by JOANNE L. MORTON.(VAN O'LINDA, WILLIAM) Modified on 2/12/2021 requested amended report with new L.R. 5.4 & 5.5 requirements (Garrett, Kim).
January 14, 2021 Filing 9 NOTICE of Initial Pretrial Conference Hearing: Initial Pretrial Conference Hearing set for 2/18/2021 09:30 AM in Winston-Salem Courtroom #3 before MAG/JUDGE JOI ELIZABETH PEAKE. (Garrett, Kim)
January 13, 2021 Filing 8 ANSWER to #5 Complaint by JAMES H. TUCKER, TUCKER BRIA WEALTH STRATEGIES, LLC. (CHERRY, WILLIAM)
January 6, 2021 Filing 7 Notice of Right to Consent. (Attachments: #1 Consent Form) (Sheets, Jamie)
January 6, 2021 Filing 6 Summons Issued as to TUCKER BRIA WEALTH STRATEGIES, LLC, JAMES H. TUCKER. (Original filed in Moore County Superior Court, case number 20CVS1252, issued 11/9/2020, and listed as Exhibit A to the Petition for Removal) (Sheets, Jamie)
January 6, 2021 Filing 5 COMPLAINT against TUCKER BRIA WEALTH STRATEGIES, LLC, JAMES H. TUCKER, filed by JOANNE L. MORTON. (Original filed in Moore County Superior Court, case number 20CVS1252, and listed as Exhibit B to the Petition for Removal) (Sheets, Jamie)
January 6, 2021 Filing 4 NOTICE of Attorney Appearance by attorney JESSICA B. VICKERS on behalf of Defendants JAMES H. TUCKER, TUCKER BRIA WEALTH STRATEGIES, LLC (VICKERS, JESSICA)
January 6, 2021 Filing 3 CORPORATE DISCLOSURE STATEMENT filed pursuant to FRCP 7.1(a) by Defendant TUCKER BRIA WEALTH STRATEGIES, LLC (CHERRY, WILLIAM)
January 6, 2021 Filing 2 NOTICE to State Court of Filing Petition for Removal by Defendants JAMES H. TUCKER, TUCKER BRIA WEALTH STRATEGIES, LLC (CHERRY, WILLIAM)
January 6, 2021 Filing 1 PETITION FOR REMOVAL against plaintiff JOANNE L. MORTON ( Filing fee $ 402 receipt number 0418-2960395.), filed by TUCKER BRIA WEALTH STRATEGIES, LLC, JAMES H TUCKER. (Attachments: #1 Exhibit A - State Court Summons, #2 Exhibit B - State Court Complaint)(CHERRY, WILLIAM)
January 6, 2021 Case ASSIGNED to CHIEF JUDGE THOMAS D. SCHROEDER and MAG/JUDGE JOI ELIZABETH PEAKE. (Sheets, Jamie)

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Defendant: JAMES H. TUCKER
Represented By: JESSICA B. VICKERS
Represented By: WILLIAM SUTTON CHERRY, III
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Defendant: TUCKER BRIA WEALTH STRATEGIES, LLC
Represented By: JESSICA B. VICKERS
Represented By: WILLIAM SUTTON CHERRY, III
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Plaintiff: JOANNE L. MORTON
Represented By: WILLIAM M. VAN O'LINDA, JR.
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