Wealthmark Advisors Incorporated et al v. Phoenix Life Insurance Company et al
Plaintiff: David Shields and Wealthmark Advisors Incorporated
Defendant: PHL Variable Insurance Company and Phoenix Life Insurance Company
Counter Plaintiff: PHL Variable Insurance Company and Phoenix Life Insurance Company
Counter Defendant: Wealthmark Advisors Incorporated
Case Number: 5:2016cv00485
Filed: May 31, 2016
Court: US District Court for the Western District of Texas
Office: San Antonio Office
Presiding Judge: Fred Biery
Nature of Suit: Insurance
Cause of Action: 28 U.S.C. ยง 1441 Petition for Removal- Breach of Contract
Jury Demanded By: None

Available Case Documents

The following documents for this case are available for you to view or download:

Date Filed Document Text
February 1, 2019 Opinion or Order Filing 91 OPINION AND ORDER. Signed by Judge Royce C. Lamberth. (aej)
August 15, 2017 Opinion or Order Filing 68 REPORT AND RECOMMENDATIONS re 44 Motion for Partial Summary Judgment, filed by PHL Variable Insurance Company, Phoenix Life Insurance Company, 64 Motion for Leave to File Document filed by David Shields, Wealthmark Advisors Incorporated, Motions terminated: 64 MOTION for Leave to File Supplemental Response filed by David Shields, Wealthmark Advisors Incorporated. Signed by Judge Elizabeth S Chestney. (aej)
March 24, 2017 Opinion or Order Filing 48 ORDER DENYING 40 Motion to Strike. Signed by Judge Elizabeth S Chestney. (aej)
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Counter plaintiff: PHL Variable Insurance Company
Represented By: Thomas F.A. Hetherington
Represented By: Hutson Brit Smelley
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Counter plaintiff: Phoenix Life Insurance Company
Represented By: Thomas F.A. Hetherington
Represented By: Hutson Brit Smelley
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Defendant: PHL Variable Insurance Company
Represented By: Thomas F.A. Hetherington
Represented By: Hutson Brit Smelley
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Defendant: Phoenix Life Insurance Company
Represented By: Thomas F.A. Hetherington
Represented By: Hutson Brit Smelley
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Plaintiff: David Shields
Represented By: Bogdan Rentea
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Plaintiff: Wealthmark Advisors Incorporated
Represented By: Bogdan Rentea
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Counter defendant: Wealthmark Advisors Incorporated
Represented By: Bogdan Rentea
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