James B. Oswald Company v. Teague et al
| James B. Oswald Company |
| Financial Wellness Partners, LLC, Brent Teague and Stratos Wealth Partners, LTD |
| 1:2018cv02114 |
| September 14, 2018 |
| US District Court for the Northern District of Ohio |
| Jonathan D Greenberg |
| Solomon Oliver |
| Other Statutory Actions |
| Plaintiff |
Docket Report
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Filing 27
Agreed Preliminary Injunction Order. Signed by Magistrate Judge Jonathan D. Greenberg on 11/9/2018. (Related documents #9 , #26 ) (S,S)
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| Filing 26 Joint Motion to Convert the Agreed Order (Doc. No. #9 ) Granting Plaintiff's Motion for Temporary Restraining Order (TRO), to an Agreed Preliminary Injunction Order filed by Plaintiff James B. Oswald Company. (Attachments: #1 Exhibit A - Proposed Agreed Preliminary Injunction Order)(Patel, Ami) |
| Filing 25 Motion for Expedited Discovery filed by Financial Wellness Partners, LLC, Stratos Wealth Partners, LTD, Brent Teague. (Good, Eliott) |
| Filing 24 Answer, defenses and Counterclaims against All Plaintiffs filed by Brent Teague (related doc #1 ). (Good, Eliott) |
| Filing 23 Answer, defenses and counterclaim to #1 Complaint filed by Financial Wellness Partners, LLC. (Good, Eliott) |
| Filing 22 Answer defenses and counterclaims of defendant Stratos Wealth Partners, LTD (related doc #1 ). (Good, Eliott) |
| Filing 21 Minutes of proceedings before Magistrate Judge Jonathan D. Greenberg. Status Conference held on 11/2/2018. By no later than 11/9/2018, the parties shall file a Joint Motion to Convert the #9 Agreed Order granting Plaintiff's Motion for TRO, to an Agreed Preliminary Injunction Order; and a Proposed Agreed Preliminary Injunction Order. A telephonic status conference with lead counsel is set for 11/30/2018 at 9:30 a.m. The parties shall use the previously provided dial-in information. (Court Reporter: n/a) (Time: 15 min.) (S,S) |
| Filing 20 Report of Parties' Planning Meeting Under Fed. R. Civ. P. 26(f) and LR 16.3(b) and 23.1 - parties consent to this case being assigned to the magistrate judge, filed by James B. Oswald Company. (Patel, Ami) |
| Filing 19 Agreed Order re: case management scheduling conference filed by Financial Wellness Partners, LLC, Stratos Wealth Partners, LTD, Brent Teague. (Good, Eliott) |
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Order [non-document]: The parties' #19 Joint Motion to reschedule the in-person CMC set for 11/2/2018 is denied. The Court will, however, convert the CMC to a telephonic status conference, to be held on 11/2/2018 at 9:30 a.m. Dial in information shall be provided via separate email. Magistrate Judge Jonathan D. Greenberg on 10/30/2018. (S,S)
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Filing 18
Case management conference scheduling order (revised 10/3/18). The telephonic Case Management Conference (CMC) currently set before Judge Oliver on November 8, 2018 is hereby cancelled. An in-person CMC with lead counsel and client representatives with ultimate settlement authority is set before the undersigned on Friday, November 2, 2018 at 9:30 a.m. in Chambers 10B. A report of the parties' planning meeting shall be jointly signed and submitted to the Clerk for filing by no later than Wednesday, October 31, 2018. Signed by Magistrate Judge Jonathan D. Greenberg on 10/26/2018. (S,SR)
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| Filing 17 Consent of the parties to this case being transferred to the docket of Jonathan D. Greenberg for further proceedings. Related Document #16 . Signed by Judge Solomon Oliver, Jr. on 10/25/2018. (R,Sh) |
| Filing 16 Joint Consent to Exercise of Jurisidiction by a United States Magistrate Judge filed by James B. Oswald Company. (Zashin, Stephen) |
| Magistrate Judge Jonathan D. Greenberg assigned to case, pursuant to consent. Judge Solomon Oliver, Jr terminated. Related document(s) #17 . (S,SR) |
| Filing 15 Magistrate Consent Package issued. (R,Sh) |
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Filing 14
Case Management Conference Scheduling Order with telephonic case management conference to be held on 11/8/2018 at 11:00 AM before Judge Solomon Oliver Jr., with counsel only. The court will provide the call-in number via separate e-mail. A report of the parties' planning meeting shall be jointly signed and submitted to the Clerk for filing not less than 3 days before the CMC. Signed by Judge Solomon Oliver, Jr., on 10/12/2018. (R,Sh)
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Order [non-document] granting Plaintiff's Motion for Expedited Discovery (Related Doc #5 ). Defendants' shall respond to Plaintiffs limited Interrogatories and Requests for Production of Documents within seven (7) days of the date of this order and appear at a deposition prior to any scheduled preliminary injunction hearing. Approved by Judge Solomon Oliver, Jr. on 10/10/2018.(R,Sh)
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Order [non-document] granting the Parties' #13 Joint Motion for extension of time until November 5, 2018 to answer Complaint Financial Wellness Partners, LLC, Stratos Wealth Partners, LTD and Brent Teague answers are due 11/5/2018. Approved by Judge Solomon Oliver, Jr. on 10/10/2018.(R,Sh)
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| Filing 13 Joint Motion for agreed order for extension of time to respond to complaint until 11/5/18 filed by Financial Wellness Partners, LLC, Stratos Wealth Partners, LTD, Brent Teague. (Good, Eliott) |
| Filing 12 Return of Service by personal service executed upon Financial Wellness Partners, LLC through Eliot R. Good on 9/14/2018, filed on behalf of James B. Oswald Company Related document(s) #1 . (Patel, Ami) |
| Filing 11 Return of Service by personal service executed upon Stratos Wealth Partners, LTD through Eliot R. Good on 9/14/2018, filed on behalf of James B. Oswald Company Related document(s) #1 . (Patel, Ami) |
| Filing 10 Return of Service by personal service executed upon Brent Teague through Eliot R. Good on 9/14/2018, filed on behalf of James B. Oswald Company Related document(s) #1 . (Patel, Ami) |
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Filing 9
Agreed Order granting Plaintiff's motion for temporary restraining order. Upon agreement of the Parties, the Court finds that the Agreed Order shall remain in effect until the Motion for Preliminary Injunction is decided or until otherwise decided by this Court. Signed by Judge Solomon Oliver, Jr. on 9/18/2018. (R,Sh)
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| Filing 8 Agreed Proposed Order Granting Motion for Temporary Restraining Order filed by James B. Oswald Company. Related document(s) #1 . (Zashin, Stephen) |
| Notice [non-document] upon notification of the parties that agreement has been reached as to the TRO, the hearing set for 2:00 today, 9/18/2018 is canceled. (R,Sh) |
| IMPORTANT: Notice [non-document] a Hearing regarding Plaintiff's Motion for Temporary Restraining Order, Preliminary Injunction and Permanent Injunctive Relief is set for 9/18/2018 at 02:00 PM in Courtroom 17A before Judge Solomon Oliver Jr. Plaintiff's counsel shall notify Defendants and Defense Attorney of said hearing and provide the Defendant's counsel with all necessary documents. Related document(s) 2 . (R,Sh) |
| Filing 6 Original Summons and Magistrate Consent Form issued to counsel for service upon Financial Wellness Partners, LLC, Stratos Wealth Partners, LTD, Brent Teague. (Attachments: #1 Magistrate Consent Form) (W,Jo) |
| Filing 5 Motion for Expedited Discovery with Memorandum in Support filed by Plaintiff James B. Oswald Company. (Attachments: #1 Exhibit A. - Plaintiff's Expedited 1st Set of Interrogatories and Requests for Production of Documents Directed to Defendant Brent Teague, #2 Exhibit B. - Plaintiff's Expedited 1st Set of Interrogatories and Requests for Production of Documents Directed to Defendant Financial Wellness Partner, LLC, #3 Exhibit C. - Plaintiff's Expedited 1st Set of Interrogatories and Requests for Prodution of Documents Directed to Defendant Stratos Wealth Partners LTD., #4 Exhibit D. - Notice of Deposition of Defendant Brent Teague, #5 Exhibit E. - Notice of Deposition of Defendant Financial Wellness Partners, LLC Civ. R. 30(B)(6) Designee(s), #6 Exhibit F. - Notice of Deposition of Defendant Stratos Wealth Partners LTD. Civ. R. 30(B)(6) Designee(s) (Patel, Ami) |
| Filing 4 Certification of Counsel Pursuant to Federal Civil Rule 65 filed by James B. Oswald Company. Related document(s) #1 .(Patel, Ami) |
| Filing 3 Corporate Disclosure Statement filed by James B. Oswald Company. (Patel, Ami) |
| Filing 1 Verified Complaint with jury demand for Temporary Restraining Order, Preliminary Injunction, Permanent Injunction, and Other Relief, jury demand endorsed hereon, against All Defendants. Filing fee paid $ 400, Receipt number 0647-8908538. Filed by James B. Oswald Company. (Attachments: #1 Exhibit A. - Employment Agreement, #2 Exhibit B. Solicitation Letter, #3 Civil Cover Sheet, #4 Summons - Brent Teague, #5 Summons - Financial Wellness Partners, LLC, #6 Summons - Stratos Wealth Partners, LTD) (Patel, Ami) |
| Random Assignment of Magistrate Judge pursuant to Local Rule 3.1. In the event of a referral, case will be assigned to Magistrate Judge Jonathan D. Greenberg. (W,Jo) |
| Judge Solomon Oliver, Jr assigned to case, (W,Jo) |
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