On April 16, 2021 a
2022.06.21 - POS
was filed
involving a dispute between
and
for Professional Negligence Unlimited (25)
in the District Court of Monterey County.
Preview
LLC, David Marshall, Marshall Wealth
Edward S. Zusman (SBN 154366)
Rick Smith (SBN 298556)
MARKUN ZUSMAN & COMPTON LLP
465 California Street, Suite 401
San Francisco, California 94104
Telephone: (415) 438-4515
Facsimile: (415) 434-4505
Attorneys for Plaintiff and Cross-Defendant
Independent Financial Group, LLC
SUPERIOR COURT OF CALIFORNIA
IN AND FOR THE COUNTY OF MONTEREY
INDEPENDENT FINANCIAL GROUP, Case No.: 21CV001264
LLC, on its own behalf and as assignee of
Adolfo Artalejo; Rod Belton and Nancy PROOF OF SERVICE
Belton; James Cornelius and June Cornelius;
John Favero and Philayna Favero; Ray
Moncada and Vinnie Moncada; Sheryl Peck;
Juanita Stoddard; Ron Taylor and Hazel
Taylor; Jane Beery; Joy Chandler; John Day;
Sim Granoff and Virginia Lott; Gretchen
Jackson; William Miller and Sharon Miller;
Darryl Prudden; Carolyn Rice; John Romero
and Sandy Romero; Bennie Hill and Lynda
Hill; Ellen Koskinen; George Lynch and
Helen Lynch; Mathew Panziera and Jamie
Panziera; Tom Sgheiza and Mary Sgheiza;
and Gene Kondo,
Plaintiff,
Vv.
FP TRANSITIONS, LLC and DOES 1-50,
INCLUSIVE,
Defendants.
FP TRANSITIONS, LLC,
Cross-Complainant,
Vv.
INDEPENDENT FINANCIAL GROUP,
1
PROOF OF SERVICE, CASE NO. 21CV001264Management Group and ROES 1-25,
INCLUSIVE,
Cross- Defendants.
PROOF OF SERVICE
I am employed in the County of San Francisco, State of California, over the age of
eighteen years, and not a party to this action. My business address is Markun Zusman & Compton
LLP, 465 California Street, Suite 401, San Francisco, California 94104.
On June 21, 2022, I served the within documents:
e INDEPENDENT FINANCIAL GROUP, LLC’S ANSWER TO DEFENDANT FP
TRANSITIONS, LLC’S CROSS-COMPLAINT
on the interested party(ies) in this action, by placing a true copy thereof enclosed in a sealed
envelope as follows:
wa (By Electronic Mail) I caused said document(s) to be mailed electronically to the parties
listed below.
Bryan L. Saalfeld
Thomas F. Mazzucco
Murphy, Pearson, Bradley, & Feeney
580 California Street, Suite 1100
San Francisco, CA 94104-1001
BSaalfeld@mpbf.com
TFMazzucco@mpbf.com
Attorney Defendants and Cross-Complainant
FP Transitions, LLC.
I declare under penalty of perjury under the laws of the State of California that the
foregoing is true and correct.
Executed on June 21, 2022. OQ UL
Jessie Schmiqt/ GU
INDEPENDENT FINANCIAL GROUP, LLC’S ANSWER TO DEFENDANT FP TRANSITIONS,
LLC’S CROSS-COMPLAINT
Document Filed Date
June 21, 2022
Case Filing Date
April 16, 2021
Category
Professional Negligence Unlimited (25)
Status
Conditional Settlement
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