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Photo of North Carolina Unified

Court

North Carolina Unified

North Carolina

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Case Information

Filed 2024-07-01
Status Stayed
Type General Civil Action
Docket 42 entries

Parties

Plaintiff Plantan, Ronald|Plantan, Susan
Defendant A 4 Wealth Management, Llc|Balcerzak, John|Gradient Investments, Llc
Photo of Hon. Canceled Jury Trial (10:00 Am) (: Cureton, Donald Ray, Jr.)

Judge

Hon. Canceled Jury Trial (10:00 Am) (: Cureton, Donald Ray, Jr.)

Mecklenburg County (NC)

North Carolina

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Lawyers

Docket Entries

  1. Cover Sheet Created: 07/01/2024 8:17 AM
  2. Notice of Appearance Notice of Appearance by M. Stacy and B. Sumner OBO Gradient Investments, LLC Filed By: Defendant Gradient Investments, LLC Created: 12/12/2024 2:38 PM
  3. Order (Judicial Officer: CURETON, DONALD RAY, Jr.) DEF MOTION TO DISMISS DENIED, PLT MOTION TO COMPEL ARBITRATION GRANTED. ALL PROCEEDINGS STAYED PENDING COMPLETION OF ARBITRATION Created: 11/19/2024 3:26 PM
  4. Affidavit Affidavit of Plaintiff Ronald Plantan Created: 10/24/2024 8:39 AM
  5. Briefs and Memorandum Brief in Support of Motion to Compel Arbitration Created: 10/24/2024 8:39 AM
  6. Briefs and Memorandum Opposition to Defendants' Motion to Dismiss Created: 10/24/2024 8:39 AM
  7. Notice Of Hearing on Motions Notice of Hearing re: Motion to Dismiss Against: Plaintiff Plantan, Ronald ; Plaintiff Plantan, Susan Created: 09/16/2024 3:53 PM
  8. Certificate of Service Certificate of Service re: Notice of Hearing Created: 09/16/2024 3:53 PM
  9. Amended Pleading Amended Notice of Hearing Filed By: Plaintiff Plantan, Ronald ; Plaintiff Plantan, Susan Against: Defendant A4 Wealth Management, LLC; Defendant Balcerzak, John; Defendant Gradient Investments, LLC Created: 09/16/2024 8:06 AM
  10. Notice Of Hearing on Motions Against: Defendant Balcerzak, John Created: 09/13/2024 1:21 PM
  11. Affidavit Affidavit of Nicole Alexander in Support of Gradient Opposition to Motion to Compel Arbitration Created: 09/09/2024 8:57 AM
  12. Other/Miscellaneous Exhibit A -- BrokerCheck - Firm Search Results Created: 09/09/2024 8:57 AM
  13. Other/Miscellaneous Exhibit B -- FINRA Guidance Created: 09/09/2024 8:57 AM
  14. Other/Miscellaneous Exhibit C -- BrokerCheck - Firm Search Results Created: 09/09/2024 8:57 AM
  15. Other/Miscellaneous Exhibit D -- BrokerCheck - Individual Search Results Created: 09/09/2024 8:57 AM
  16. Briefs and Memorandum Gradient Investments Opposition to Motion to Compel Arbitration Created: 09/09/2024 8:40 AM
  17. Other/Miscellaneous Exhibit 1 - Definitions Created: 09/09/2024 8:40 AM
  18. Other/Miscellaneous Exhibit 2 - Broker-Dealer Arbitration in Context Created: 09/09/2024 8:40 AM
  19. Other/Miscellaneous Exhibit 3 - Arbitration Under an Arbitration Agreement or the Rules of FINRA Created: 09/09/2024 8:40 AM
  20. Motion Motion to Dismiss, or, in the alternative, Motion for a More Definite Statement Created: 09/04/2024 1:27 PM
  21. Certificate of Service Certificate of Service re: Motion to Dismiss/Motion for a More Definite Statement Created: 09/04/2024 1:28 PM
  22. Extension Of Time Gradient Investments, LLC Motion for Extension of Created: 08/07/2024 2:53 PM
  23. Order to Extend Time Order - Gradient Investments Motion for Extension of Time to Answer Created: 08/07/2024 2:53 PM
  24. Notice of Appearance Notice of Appearance (Colin Dailey) Created: 08/07/2024 2:50 PM
  25. Notice of Appearance Notice of Appearance (Angelia Duncan) Created: 08/07/2024 2:33 PM
  26. Notice of Appearance Notice of Appearance (Co-Counsel) Created: 07/18/2024 3:37 PM
  27. Certificate of Service Certificate of Service re: Notice of Appearance (Co-Counsel) Created: 07/18/2024 3:37 PM
  28. Certificate of Service Certificate of Service re: Filed Order for Extension of Time (A4 Wealth Advisors, LLC) Created: 07/18/2024 3:36 PM
  29. Certificate of Service Certificate of Service re: Filed Order for Extension of Time (John Balcerzak, CFP) Created: 07/18/2024 3:36 PM
  30. Extension Of Time Motion for Extension of Time (Defendant A4 Wealth Advisors, LLC) Created: 07/16/2024 4:17 PM
  31. Order to Extend Time Order for Extension of Time (A4 Wealth Advisors, LLC) Created: 07/16/2024 4:17 PM
  32. Certificate of Service Certificate of Service re: Motion for Extension of Time (A4 Wealth Advisors, LLC) Created: 07/16/2024 4:17 PM
  33. Extension Of Time Motion for Extension of Time (Defendant John Balcerzak) Created: 07/16/2024 4:10 PM
  34. Order to Extend Time Order re: Motion for Extension of Time (Defendant John Balcerzak) Created: 07/16/2024 4:10 PM
  35. Certificate of Service Certificate of Service re: Motion for Extension of Time (Defendant John Balcerzak) Created: 07/16/2024 4:10 PM
  36. Notice of Appearance Notice of Appearance Created: 07/16/2024 4:05 PM
  37. Certificate of Service Certificate of Service re: Notice of Appearance Created: 07/16/2024 4:05 PM
  38. Affidavit of Service designated delivery service 07/08/2024 Created: 07/12/2024 8:01 AM
  39. Supplemental Documentation Complaint Ex. A Created: 07/03/2024 11:24 AM
  40. Supplemental Documentation Complaint Ex. B Created: 07/03/2024 11:24 AM
  41. Civil Summons Filed By: Plaintiff Plantan, Ronald ; Plaintiff Plantan, Susan Against: Defendant A4 Wealth Management, LLC; Defendant Balcerzak, John; Defendant Gradient Investments, LLC Created: 07/02/2024 2:34 PM
  42. Cover Sheet Created: 07/01/2024 8:17 AM

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