Legal Opinion

First Technology Federal Credit Union v. LPL Financial, LLC, Osaic Wealth Inc., Alfred “Jack” Jackson, Sage Kendall, Kristina Hernandez, Family Tree Financial, LLC, and Jackson Holdings, LLC

District Court, D. Idaho

Decided September 22, 2026No. 1:25-cv-00582Unknown

1Opinion

UNITED STATES DISTRICT COURT FOR THE DISTRICT OF IDAHO FIRST TECHNOLOGY FEDERAL CREDIT UNION, Case No. 1:25-cv-00582-BLW Plaintiff, MEMORANDUM DECISION v. AND ORDER LPL FINANCIAL, LLC, OSAIC WEALTH INC., ALFRED “JACK” JACKSON, SAGE KENDALL, KRISTINA HERNANDEZ, FAMILY TREE FINANCIAL, LLC, and JACKSON HOLDINGS, LLC, Defendants. INTRODUCTION Before the Court are motions by Defendant LPL Financial LLC (“LPL”), as well as Defendants Osaic Wealth, Inc., and Family Tree Financial, LLC (collectively “Osaic”), to dismiss First Technology Federal Credit Union’s (“First Tech”) Complaint pursuant to Fed.…

2Cases cited21 opinions

  1. Ashcroft v. IqbalSupreme Court of the United States · 2009
  2. Bell Atlantic Corp. v. TwomblySupreme Court of the United States · 2007
  3. Nixon v. Warner Communications, Inc.Supreme Court of the United States · 1978
  4. Starr v. BacaCourt of Appeals for the Ninth Circuit · 2011
  5. Debbie Foltz, Consumer Action United Policyholders Texas Watch, Intervenors, and Tierney Adamson Kevin Snead Daniel P. Johnson, Intervenors-Appellants. v. State Farm Mutual Automobile Insurance Company, an Illinois Corporation California Institute of Medical Research & Technology, Inc., a Foreign Corporation Dba Comprehensive Medical Review Ralph Householder Steven Becker v. April Jean Ho Jim Mathis, Plaintiffs-Intervenors. Debbie Foltz, and Tierney Adamson Kevin Snead Daniel P. Johnson, Intervenors-Appellants v. State Farm Mutual Automobile Insurance Company, an Illinois Corporation, and California Institute of Medical Research & Technology, Inc., a Foreign Corporation Dba Comprehensive Medical Review Ralph Householder Steven Becker v. April Jean Ho Jim Mathis, Plaintiffs-Intervenors. Debbie Foltz, April J. Ho Jim Mathis Tierney Adamson Kevin Snead Daniel P. Johnson, Intervenors, and Consumer Action United Policy-Holders Texas Watch, Intervenors-Appellants v. State Farm Mutual Automobile Insurance Company, an Illinois Corporation, and Steven BeckerCourt of Appeals for the Ninth Circuit · 2003

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