Legal Opinion
Wehe v. Montgomery
District Court, D. Oregon
Decided February 10, 1989No. Civ. 88-1018-REPublishedCited by 9 opinions
1Opinion of the Court
OPINION
REDDEN, District Judge:
I. BACKGROUND
This case alleges federal and state securities violations, breach of fiduciary duty and professional negligence. Jill Wehe (plaintiff) alleges that defendants Merrill Lynch, Pierce, Fenner and Smith, Inc. (Merrill Lynch) and Donald Montgomery (Montgomery) failed to give her written statements disclosing the credit terms for mar-gining securities. Plaintiff seeks to recover her net trading losses, approximately $46,000.
On April 2, 1981, plaintiffs grandfather, Gordan Duncan (Duncan), opened a custodial account for plaintiff with Merrill Lynch.…
2Cases cited9 opinions
- Shearson/American Express Inc. v. McMahonSupreme Court of the United States · 1987
- Van Ness Townhouses, Edward A. Shay Ai O. Shay, Plaintiffs v. Mar Industries Corp. Shearson Lehman Brothers, Inc., DefendantsCourt of Appeals for the Ninth Circuit · 1989
- Genesco, Inc. v. KakiuchiCourt of Appeals for the Second Circuit · 1987
- Starkman v. SeroussiDistrict Court, S.D. New York · 1974
- William Bayma v. Smith Barney, Harris Upham and Company, Inc.Court of Appeals for the Ninth Circuit · 1986
4 more not listed; retrieve them via the Exa API.
3Cited by9 opinions
- Manela v. Garantia Banking Ltd.District Court, S.D. New York · 1996
- Coffey v. Dean Witter Reynolds, Inc.Court of Appeals for the Tenth Circuit · 1989
- Carvant Financial LLC v. Autoguard Advantage Corp.District Court, E.D. New York · 2013
- WILLIAMS v. TAMKO BUILDING PRODUCTS INCSupreme Court of Oklahoma · 2019
- Paulson v. Dean Witter Reynolds, Inc.District Court, D. Oregon · 1989
4 more not listed; retrieve them via the Exa API.