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Legal Opinion

Hart v. First Oak Wealth Mgmt., LLC

North Carolina Business Court

Decided March 14, 2025No. 21-CVS-15763Published

1Opinion of the Court

Hart v. First Oak Wealth Mgmt., LLC,

2025 NCBC 11

STATE OF NORTH CAROLINA IN THE GENERAL COURT OF JUSTICE SUPERIOR COURT DIVISION MECKLENBURG COUNTY 21CVS015763-590 STEVEN C. HART, Plaintiff, v. ORDER AND OPINION ON MOTIONS FIRST OAK WEALTH FOR SUMMARY JUDGMENT MANAGEMENT, LLC; DWM ADVISORS, LLC; AIRIS ALEXANDER ABOLINS; and JOSEPH P. DAVIS, III, Defendants. 1. THIS MATTER is before the Court on Motions for Summary Judgment filed by Defendant First Oak Management, LLC and Defendant Airis Alexander Abolins. (First Oak’s Mot. Summ. J., [First Oak Mot.], ECF No. 47; and Abolins’ Mot. Summ. J.,…

2Cases cited44 opinions

  1. Baxter v. PalmigianoSupreme Court of the United States · 1976
  2. Securities & Exchange Commission v. Capital Gains Research Bureau, Inc.Supreme Court of the United States · 1963
  3. Dalton v. CampSupreme Court of North Carolina · 2001
  4. Forbis v. NealSupreme Court of North Carolina · 2007
  5. Kessing v. National Mortgage CorporationSupreme Court of North Carolina · 1971

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