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WASHINGTON TRUST ADVISORS, INC. v. ARNOLD

Civil Action No. 22-11847-PBS.

646 F.Supp.3d 210 (2022)

WASHINGTON TRUST ADVISORS, INC., Plaintiff, v. Susan K. ARNOLD, Ronald D. Halterman, Brett C. Lonergan, Nicholas T. Rossi, Private Advisor Group, LLC, and Northward Financial Group, Defendants.

United States District Court, D. Massachusetts.

Signed December 13, 2022.

Attorney(s) appearing for the Case

Jeffrey E. Francis , Melanie A. Conroy , Pierce Atwood LLP, Boston, MA, for Plaintiff.

Erik W. Weibust , Epstein Becker & Green, P.C., Boston, MA, for Defendants Susan K. Arnold, Ronald D. Halterman, Brett C. Lonergan, Nicholas R. Rossi.

David J. Freniere , Freniere Law Group PLLC, Wellesley, MA, for Defendant Private Advisor Group LLC.

MEMORANDUM AND ORDER

INTRODUCTION

Plaintiff Washington Trust Advisors, Inc. ("Washington Trust") sued Susan K. Arnold, Ronald D. Halterman, Brett C. Lonergan, Nicholas T. Rossi (collectively, the "Individual Defendants"), Private Advisor Group, LLC ("PAG"),...

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