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WASHINGTON TRUST ADVISORS, INC. v. ARNOLD

No. 22-cv-11847-PBS.

669 F.Supp.3d 35 (2023)

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

United States District Court, D. Massachusetts.

Signed April 14, 2023.

Attorney(s) appearing for the Case

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

Ashley Camille Krezmien , 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 ON INDIVIDUAL DEFENDANTS' MOTION TO STRIKE SUMMONS IMPROPERLY SERVED ON NON-PARTY NORTHWARD FINANCIAL GROUP, LLC

In this trade secrets case, the plaintiff Washington Trust Advisors, Inc. ("the plaintiff"), which provides wealth management and financial...

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