Succession of Bijeaux v. Broyles

SULLIVAN, Judge.

|! Citigroup Corporate and Investment Banking, Inc. (“Citigroup”), as the successor to Salomon Smith Barney, Inc. (“Smith Barney”), and David Alford appeal a trial court judgment overruling their dilatory exception of prematurity and motion to compel arbitration. For the following reasons, we affirm.

Procedural History

The Succession of Achille Bijeaux (“the Succession”) filed a petition for damages alleging that Mr. Alford, a Smith Barney employee, and Mildred Bourque Broyles fraudulently purchased two annuities with funds from the decedent’s Smith Barney account. Citigroup, as…