On April 16, 2021 a
Summons
was filed
involving a dispute between
and
for Professional Negligence Unlimited (25)
in the District Court of Monterey County.
Preview
Independent Financial Group, LLC, David
Marshall, Marshall Wealth Management
Group and ROES 1-25
FP Transitions, LLC
Superior Court of California, County of Monterey
1200 Aguajito Rd. 21CV001264
Monterey, California 93940
Murphy, Pearson, Bradley & Feeney
580 California Street, Suite 1100, San Francisco, CA 94104 (415) 788-1900
1 CERTIFICATE OF SERVICE
2 I, Anne G. Montastier, declare:
3 I am a citizen of the United States, am over the age of eighteen years, and am not a party to or
4 interested in the within entitled cause. My business address is 580 California Street, Suite 1100, San
5 Francisco, California 94104.
6 On May 6, 2022, I served the following document(s) on the parties in the within action:
7 SUMMONS – CROSS-COMPLAINT
8
9 VIA E-MAIL: I attached the above-described document(s) to an e-mail message, and
X invoked the send command to transmit the e-mail message to the person(s) at the e-mail
10 address(es) listed below. My email address is AMontastier@mpbf.com.
11
Rick Smith Attorney For Plaintiff
12 Markun Zusman Freniere & Compton LLP INDEPENDENT FINANCIAL GROUP,
465 California Street, Suite 401 LLC, ET AL.
13 San Francisco, CA 94104
E-mail: rsmith@mzclaw.com
14 Email: hwong@mzclaw.com
Phone: (415) 438-4388
15 Fax: (415) 434-4505
16
I declare under penalty of perjury under the laws of the State of California that the foregoing is
17
a true and correct statement and that this Certificate was executed on May 6, 2022.
18
19
20 By
Anne G. Montastier
21
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23
24
25
26
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28
-1-
PROOF OF SERVICE
Document Filed Date
May 06, 2022
Case Filing Date
April 16, 2021
Category
Professional Negligence Unlimited (25)
Status
Conditional Settlement
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