Legal Opinion
EXENCIAL WEALTH ADVISORS v. MORGAN STANLEY SMITH BARNEY
Court of Civil Appeals of Oklahoma
Decided November 22, 2024No. 121065Published
1Opinion of the Court
EXENCIAL WEALTH ADVISORS v. MORGAN STANLEY SMITH BARNEY
2024 OK CIV APP 29
Case Number: 121065
Decided: 11/22/2024
Mandate Issued: 12/31/2024
DIVISION II
THE COURT OF CIVIL APPEALS OF THE STATE OF OKLAHOMA, DIVISION II
Cite as: 2024 OK CIV APP 29, __ P.3d __
EXENCIAL WEALTH ADVISORS LLC, and BURNS WEALTH MANAGEMENT, INC., Plaintiffs/Appellees,
v.
MORGAN STANLEY SMITH BARNEY, LLC, Defendant/Appellant,
and
MATTHEW VENTURA, Individually, Defendant.
APPEAL FROM THE DISTRICT COURT OF
OKLAHOMA COUNTY, OKLAHOMA
HONORABLE NATALIE MAI, TRIAL JUDGE
REVERSED AND REMANDED WITH INSTRUCTIONS
William B. Federman, Joshua D.…
Also in this document: Concurrence.
2Cases cited28 opinions
- First Options of Chicago, Inc. v. KaplanSupreme Court of the United States · 1995
- Howsam v. Dean Witter Reynolds, Inc.Supreme Court of the United States · 2002
- Arthur Andersen LLP v. CarlisleSupreme Court of the United States · 2009
- Thomson-Csf, S.A. v. American Arbitration Association, Evans & Sutherland Computer CorporationCourt of Appeals for the Second Circuit · 1995
- Grigson v. Creative Artists Agency, L.L.C.Court of Appeals for the Fifth Circuit · 2000
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