Estate of Sheila Lindquist v. Transamerica Financial Advisors, Inc.
Plaintiff: The Estate of Sheila Lindquist and The Dean O. and Sheila K. Lindquist Revocable Grantor Trust
Defendant: Transamerica Financial Advisors, Inc.
Case Number: 3:2023cv00400
Filed: June 13, 2023
Court: US District Court for the Western District of Wisconsin
Presiding Judge: William M Conley
Referring Judge: Stephen L Crocker
Nature of Suit: P.I.: Other
Cause of Action: 28 U.S.C. ยง 1332 Diversity-Breach of Fiduciary Duty
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on July 18, 2023. A more recent docket listing may be available from PACER.

Date Filed Document Text
July 18, 2023 Opinion or Order Filing 9 ** TEXT ONLY ORDER **ORDER granting #8 Motion for Extension of Time to Answer. Transamerica Financial Advisors, Inc. answer due 8/21/2023. Signed by Magistrate Judge Stephen L. Crocker on 7/18/2023. (lam)
July 17, 2023 Filing 8 Unopposed Motion for Extension of Time to File Answer re #1 Complaint, by Defendant Transamerica Financial Advisors, Inc.. Response due 7/24/2023. (Attachments: #1 Text of Proposed Order for Extension of Time) (Wall, Julie)
July 17, 2023 Filing 7 Notice of Appearance filed by Julie F Wall for Defendant Transamerica Financial Advisors, Inc.. (Wall, Julie)
July 17, 2023 Filing 6 Notice of Appearance filed by Elizabeth G. Doolin for Defendant Transamerica Financial Advisors, Inc.. (Doolin, Elizabeth)
July 11, 2023 Filing 5 Affidavit of Service by Plaintiff. Transamerica Financial Advisors, Inc. served on 6/29/2023, answer due 7/20/2023. (Sweeney, Sean)
June 20, 2023 Filing 4 Disregard. E-mail sent to counsel. Modified on 6/21/2023. (lak)
June 14, 2023 Filing 3 Summons Issued as to Transamerica Financial Advisors, Inc. (lak)
June 14, 2023 Filing 2 Corporate Disclosure Statement by Plaintiffs Dean O. and Sheila K. Lindquist Revocable Grantor Trust, Estate of Sheila Lindquist. (Sweeney, Sean)
June 14, 2023 Filing 1 COMPLAINT against Transamerica Financial Advisors, Inc. ( Filing fee $ 402 receipt number AWIWDC-3259307.), filed by All Plaintiffs. (Attachments: #1 JS-44 Civil Cover Sheet, #2 Summons) (Sweeney, Sean) Modified on 6/14/2023: E-mail sent to counsel. (lak)
June 14, 2023 Standard attachments for Judge William M. Conley required to be served on all parties with summons or waiver of service: # NORTC, #Corporate Disclosure Statement. (lak)
June 14, 2023 Case randomly assigned to District Judge William M. Conley and Magistrate Judge Stephen L. Crocker. (lak)

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Plaintiff: The Estate of Sheila Lindquist
Represented By: Sean M. Sweeney
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Plaintiff: The Dean O. and Sheila K. Lindquist Revocable Grantor Trust
Represented By: Sean M. Sweeney
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Defendant: Transamerica Financial Advisors, Inc.
Represented By: Julie F Wall
Represented By: Elizabeth G. Doolin
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