AMERIVEST FINANCIAL, LLC, Plaintiff-Appellant Cross-Respondent,
v.
Lewis P. MALOUF; and Charles Financial, LLP, Defendants, and
Daniel Dirk Coddington; Golden Summit Investors Group, Ltd; Michael Scott Mooney; and Fountainhead Funding Corporation, Defendants-Respondents, and
Pacific Northwest Title and Escrow Company; Robert Taurosa; Ideal Settlements; and Michael A. Amato, Defendants-Respondents Cross-Appellants.
Court of Appeals of Oregon.https://leagle.com/images/logo.png
Timothy R. Volpert argued the cause for respondent-cross-appellant Pacific Northwest Title and Escrow Company. With him on the answering-cross-opening brief was Davis Wright Tremaine LLP. On the joint reply brief on cross-appeal were Timothy R. Volpert and Davis Wright Tremaine LLP, and Wendy M. Margolis and Cosgrave Vergeer Kester LLP.
Thomas W. Brown argued the cause for respondents-cross-appellants Robert Taurosa, Ideal Settlements, and Michael A. Amato. With him on the answering-cross-opening brief were Wendy M. Margolis and Cosgrave Vergeer Kester LLP. On the joint reply brief on cross-appeal were Timothy R. Volpert and Davis Wright Tremaine LLP, and Wendy M. Margolis and Cosgrave Vergeer Kester LLP.
Michael Scott Mooney and Daniel Dirk Coddington filed the joint brief pro se.
Robert S. Banks Jr. , and Banks Law Office, P.C., filed the brief amicus curiae for North American Securities Administrators Association, Inc.
No appearance for respondent Golden Summit Investors Group, Ltd.
No appearance for respondent Fountainhead Funding Corporation.
Before ARMSTRONG, Presiding Judge, and DUNCAN, Judge, and BREWER, Judge pro tempore.
Court of Appeals of Oregon.
ARMSTRONG, P.J.
Amerivest Financial, LLC, appeals a general judgment for defendants that the court entered after a jury trial. Amerivest assigns error to the trial court's rulings on cross-motions for summary judgment, in which the court concluded that neither an investment program nor individual senior life policy settlements constituted investment contracts and, therefore, were not securities under Oregon law. Amerivest also assigns error to the admission into evidence...
Let's get started
Welcome to the leading source of independent legal reporting Sign on now to see your case. Or view more than 10 million decisions and orders.
Updated daily.
Uncompromising quality.
Complete, Accurate, Current.
Listed below are the cases that are cited in this Featured Case. Click the citation to see the full
text of the cited case. Citations are also linked in the body of the Featured Case.
Cited Cases
No Cases Found
Listed below are those cases in which this Featured Case is cited. Click on the case name to see the
full text of the citing case.
