B.O.S.S Retirement Advisors LLC et al v. Ward et al
Plaintiff: B.O.S.S Retirement Advisors LLC and B.O.S.S. Retirement Solutions LLC
Defendant: Brian Ward, Brandon Olson, Cassidy O'Brien, Dylan Wathen, RFG Advisory LLC, Capstone Wealth Limited Liability Company and Olson Strategic
Case Number: 2:2026cv00847
Filed: September 11, 2026
Court: U.S. District Court for the District of Utah
Nature of Suit: Defend Trade Secrets Act (of 2016)
Cause of Action: 18 U.S.C. ยง 1836 (b) - Civil Action to Protect Trade Secrets
Jury Demanded By: Both
Docket Report

This docket was last retrieved on September 11, 2026. A more recent docket listing may be available from PACER.

Date Filed Document Text
September 11, 2026 Filing 1 COMPLAINT against Capstone Wealth Limited Liability Company, Cassidy O'Brien, Brandon Olson, Olson Strategic, RFG Advisory LLC, Brian Ward, Dylan Wathen (Filing fee $ 405, receipt number AUTDC-5913706) filed by B.O.S.S. Retirement Solutions LLC, B.O.S.S Retirement Advisors LLC. (Attachments: #1 Civil Cover Sheet, #2 Exhibit 1, #3 Exhibit 2, #4 Exhibit 3, #5 Exhibit 4, #6 Exhibit 5, #7 Exhibit 6) (Vartabedian, Melanie)

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Plaintiff: B.O.S.S Retirement Advisors LLC
Represented By: Melanie J. Vartabedian
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Plaintiff: B.O.S.S. Retirement Solutions LLC
Represented By: Melanie J. Vartabedian
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Defendant: Brian Ward
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Defendant: Brandon Olson
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Defendant: Cassidy O'Brien
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Defendant: Dylan Wathen
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Defendant: RFG Advisory LLC
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Defendant: Capstone Wealth Limited Liability Company
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Defendant: Olson Strategic
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