US District Court Civil Docket as of 07/30/2010

Retrieved from the court on 30 November 2010

U.S. District Court
Western District of Tennessee (Memphis)
CIVIL DOCKET FOR CASE #: 2:10-cv-02248-SHM-dkv


Jones et al v. Morgan Keegan & Company, Inc. et al
Assigned to: Judge Samuel H. Mays, Jr
Referred to: Magistrate Judge Diane K. Vescovo
Lead case: 2:09-md-02009-SHM
Member case: (View Member Case)
Cause: 15:77 Securities Fraud


Date Filed: 04/08/2010
Jury Demand: Plaintiff
Nature of Suit: 850 Securities/Commodities
Jurisdiction: Federal Question

 

Plaintiff

 

Charles Jones
Individually and On Behalf of All Others Similarly Situated

represented by

Adam Julien Gana
NAPOLI BERN RIPKA & ASSOCIATES, LLP
350 Fifth Avenue
Suite 7413
New York, NY 10118
212-267-3700
Email: agana@nbrlawfirm.com
ATTORNEY TO BE NOTICED

Frank L. Watson , III
WATSON BURNS, LLC
11 South Idlewild Street
Memphis, TN 38104
901-578-3528
Fax: 901-578-2649
Email: fwatson@watsonburns.com
ATTORNEY TO BE NOTICED

Jeffrey R. Sonn
Sonn & Erez, PLC
500 East Broward Blvd. Ste. 1600
Ft. Lauderdale, FL 33394
954-763-4700
Fax: 954-763-1866
Email: jsonn@sonnerez.com
ATTORNEY TO BE NOTICED

Marc Jay Bern
Napoli Bern Ripka, LLP
350 Fifth Avenue, Suite 7413
New York, NY 10118
212-267-3700
Fax: 212-587-0031
Email: mjbern@nbrlawfirm.com
ATTORNEY TO BE NOTICED

Scott l. Adkins
Sonn & Erez, PLC
500 East Broward Blvd. Sste. 1600
Ft. Lauderdale, FL 33394
954-763-4700
Fax: 954-763-1866
Email: sadkins@sonnerez.com
ATTORNEY TO BE NOTICED

 

 

 

Plaintiff

 

 

Ira Horowitz
Individually and On Behalf of All Others Similarly Situated

represented by

Adam Julien Gana
(See above for address)
ATTORNEY TO BE NOTICED

Frank L. Watson , III
(See above for address)
ATTORNEY TO BE NOTICED

Jeffrey R. Sonn
(See above for address)
ATTORNEY TO BE NOTICED

Marc Jay Bern
(See above for address)
ATTORNEY TO BE NOTICED

Scott l. Adkins
(See above for address)
ATTORNEY TO BE NOTICED

 

 

 

Plaintiff

 

 

Edge Partners Ltd

represented by

Frank L. Watson , III
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Adam Julien Gana
(See above for address)
ATTORNEY TO BE NOTICED

Jeffrey R. Sonn
(See above for address)
ATTORNEY TO BE NOTICED

Marc Jay Bern
(See above for address)
ATTORNEY TO BE NOTICED

Scott l. Adkins
(See above for address)
ATTORNEY TO BE NOTICED

 

 

 


V.

 

 

Movant

 

 

RMK Investor Group

represented by

J. Gerard Stranch , IV
BRANSTETTER STRANCH & JENNINGS, PLLC
227 2nd Avenue North
4th Floor
Nashville, TN 37201
615-254-8801
Fax: 615-255-5419
Email: gstranch@branstetterlaw.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 


V.

 

 

Defendant

 

 

Morgan Keegan & Company, Inc.

represented by

Matthew M. Curley
BASS BERRY & SIMS PLC
150 Third Avenue South
Ste. 2800
Nashville, TN 37201
615-742-6200
Email: mcurley@bassberry.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Michael L. Dagley
BASS BERRY & SIMS PLC
150 Third Avenue South
Ste. 2800
Nashville, TN 37201
615-742-6200
Fax: 615-742-2803
Email: mdagley@bassberry.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

W. Brantley Phillips , Jr.
BASS BERRY & SIMS PLC- Nashville
150 3rd Avenue South
Suite 2800
Nashville, TN 37201
615-742-7723
Email: bphillips@bassberry.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Morgan Asset Management, Inc

represented by

Matthew M. Curley
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Michael L. Dagley
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

W. Brantley Phillips , Jr.
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Regions Financial Corporation

 

 

 

 

 

Defendant

 

 

RMK Advantage Income Fund, Inc.

 

 

 

 

 

Defendant

 

 

RMK Strategic Income Fund, Inc.

 

 

 

 

 

Defendant

 

 

RMK High Income Fund, Inc.

 

 

 

 

 

Defendant

 

 

RHY Multi-Sector High Income Fund, Inc.

 

 

 

 

 

Defendant

 

 

Carter E. Anthony

 

 

 

 

 

Defendant

 

 

Allen B. Morgan, Jr.

 

 

 

 

 

Defendant

 

 

Joseph C. Weller

 

 

 

 

 

Defendant

 

 

James Stillman R. McFadden

 

 

 

 

 

Defendant

 

 

Archie W. Willis, III

 

 

 

 

 

Defendant

 

 

Mary S. Stone

 

 

 

 

 

Defendant

 

 

W. Randall Pittman

 

 

 

 

 

Defendant

 

 

J. Kenneth Alderman

 

 

 

 

 

Defendant

 

 

J. Thompson Weller

 

 

 

 

 

Defendant

 

 

James C. Kelsoe, Jr.

 

 

 

 

 

Defendant

 

 

David H. Tannehill

 

 

 

 

 

Defendant

 

 

Jack R. Blair

 

 

 

 

 

Defendant

 

 

Albert C. Johnson

 

 

 

 

 

Defendant

 

 

Charles D. Maxwell

 

 

 

 

 

Defendant

 

 

PricewaterhouseCoopers LLP

represented by

Emily Nicklin
KIRKLAND & ELLIS LLP
300 North LaSalle Street
Chicago, IL 60654
312-861-2387
Fax: 312-861-2200
Email: enicklin@kirkland.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Kristopher S. Ritter
KIRKLAND & ELLIS LLP
300 North LaSalle Street
Chicago, IL 60654
312-862-2000
Fax: 312-862-2200
Email: ritterk@kirkland.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Timothy A. Duffy
KIRKLAND & ELLIS LLP
300 North LaSalle Street
Chicago, IL 60654
312-861-2445
Fax: 312-861-2200
Email: tduffy@kirkland.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eugene J. Podesta , Jr.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ
First Tennessee Bank Building
165 Madison Ave.
Ste. 2000
Memphis, TN 38103
901-526-2000
Fax: 901-577-2303
Email: gpodesta@bakerdonelson.com
ATTORNEY TO BE NOTICED

Leo Maurice Bearman , Jr.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ- Memphis
First Tennessee Bank Building
165 Madison Ave.
Ste. 2000
Memphis, TN 38103
901-526-2000
Fax: 901-577-0717
Email: lbearman@bakerdonelson.com
ATTORNEY TO BE NOTICED

 

 

 

 

Date Filed

#

Docket Text

04/08/2010

1 

COMPLAINT against All Defendants (Filing fee $ 350.00.), filed by Charles Jones, Ira Horowitz. (Attachments: # 1 Civil Cover Sheet, # 2 joint notice of intent, # 3 order instituting proceedings, # 4 complaint - FIRA, # 5 plaintiff's certification - CHJ, # 6 plaintiff's certification - IAH, # 7 RMK - The Abuse of Structured Finance, # 8 judges' cards)(agj) (Entered: 04/09/2010)

04/09/2010

2 

Case initiation fee: PAID $ 350, receipt number M123455 (vjm) (Entered: 04/09/2010)

04/19/2010

3 

Summons Issued as to Allen B. Morgan, Jr. (jld) (Entered: 04/20/2010)

04/19/2010

4 

Summons Issued as to Morgan Asset Management, Inc. (jld) (Entered: 04/20/2010)

04/19/2010

5 

Summons Issued as to Morgan Keegan & Company, Inc.. (jld) (Entered: 04/20/2010)

04/19/2010

6 

Summons Issued as to J. Kenneth Alderman. (jld) (Entered: 04/20/2010)

04/19/2010

7 

Summons Issued as to J. Thompson Weller. (jld) (Entered: 04/20/2010)

04/19/2010

8 

Summons Issued as to James C. Kelsoe, Jr. (jld) (Entered: 04/20/2010)

04/19/2010

9 

Summons Issued as to Joseph C. Weller. (jld) (Entered: 04/20/2010)

04/19/2010

10 

Summons Issued as to Charles D. Maxwell. (jld) (Entered: 04/20/2010)

04/19/2010

11 

Summons Issued as to Carter E. Anthony. (jld) (Entered: 04/20/2010)

04/19/2010

12 

Summons Issued as to David H. Tannehill. (jld) (Entered: 04/20/2010)

04/20/2010

13 

SUMMONS Returned Executed by Charles Jones, Ira Horowitz as to Morgan Asset Management, Inc. (Watson, Frank) (Entered: 04/20/2010)

04/20/2010

14 

SUMMONS Returned Executed by Charles Jones, Ira Horowitz as to Morgan Asset Management, Inc. (Watson, Frank) (Entered: 04/20/2010)

04/20/2010

15 

SUMMONS Returned Executed by Charles Jones, Ira Horowitz as to Allen B. Morgan, Jr. (Watson, Frank) (Entered: 04/20/2010)

04/20/2010

16 

SUMMONS Returned Executed by Charles Jones, Ira Horowitz as to Carter E. Anthony. (Watson, Frank) (Entered: 04/20/2010)

04/20/2010

17 

SUMMONS Returned Executed by Charles Jones, Ira Horowitz as to Charles D. Maxwell. (Watson, Frank) (Entered: 04/20/2010)

04/20/2010

18 

SUMMONS Returned Executed by Charles Jones, Ira Horowitz as to David H. Tannehill. (Watson, Frank) (Entered: 04/20/2010)

04/20/2010

19 

SUMMONS Returned Executed by Charles Jones, Ira Horowitz as to J. Kenneth Alderman. (Watson, Frank) (Entered: 04/20/2010)

04/20/2010

20 

SUMMONS Returned Executed by Charles Jones, Ira Horowitz as to J. Thompson Weller. (Watson, Frank) (Entered: 04/20/2010)

04/20/2010

21 

SUMMONS Returned Executed by Charles Jones, Ira Horowitz as to James C. Kelsoe, Jr. (Watson, Frank) (Entered: 04/20/2010)

04/20/2010

22 

SUMMONS Returned Executed by Charles Jones, Ira Horowitz as to Joseph C. Weller. (Watson, Frank) (Entered: 04/20/2010)

04/21/2010

23 

MOTION for Leave to Appear Pro Hac Vice for Attorneys Jeffrey R. Sonn, Scott L. Adkins and Adam J. Gana (proposed order submitted) by Ira Horowitz, Charles Jones. (Watson, Frank) (Entered: 04/21/2010)

04/22/2010

24 

MOTION to Appoint Counsel Plaintiffs Charles Jones, Ira Horowitz', and Edge Partners Ltd Motion for Appointment as Lead Plaintiffs (proposed order submitted) by All Plaintiffs. (Attachments: # 1 Memo in Support of Plaintiffs Motion for Appointment as Lead Plaintiff and in Opposition to TAL Groups Motion for Appointment as Lead Plaintiff, # 2 Exhibit A - Certifications of Plaintiffs Charles Jones, Edge Partners Ltd and Ira Horowitz, # 3 Exhibit B - Certification of Plaintiff C. Fred Daniels, Trustee Ad Litem, # 4 Exhibit C - Law Firm Resume of Napoli Bern Ripka, LLP, # 5 Exhibit D - Law Firm Resume of Sonn & Erez, PLC, # 6 Exhibit E - Declaration of Frank L. Watson, III)(Watson, Frank) (Entered: 04/22/2010)

04/27/2010

25 

DEFICIENCY NOTICE: Pursuant to Rule 5 of the Federal Rules of Civil Procedure, document 23 MOTION for Leave to Appear Pro Hac Vice for Attorneys Jeffrey R. Sonn, Scott L. Adkins and Adam J. Gana (proposed order submitted) filed by Charles Jones, Ira Horowitz has been filed. However, the following deficiency has been found: Please note that motion pro hac vices are submitted directly and only through the ECF policies and procedures(From the main webpage, you will click on 'Case Information' then in the drop down area click on ECF policies and procedures, then proceed to page 9 for instructions). (Motion will be termed from pending motion list). Thanks and if you have questions please call me at 901-495-1505.. The filer has one business day to correct the deficiency. (jml) (Entered: 04/27/2010)

04/28/2010

26 

NOTICE of Appearance by Matthew M. Curley on behalf of Morgan Asset Management, Inc, Morgan Keegan & Company, Inc. (Curley, Matthew) (Entered: 04/28/2010)

04/28/2010

27 

Corporate Disclosure Statement by Morgan Asset Management, Inc, Morgan Keegan & Company, Inc. identifying Corporate Parent MK Holding, Inc. for Morgan Asset Management, Inc; Corporate Parent Regions Financial Corporation for Morgan Keegan & Company, Inc... (Curley, Matthew) (Entered: 04/28/2010)

04/28/2010

28 

NOTICE of Appearance by Michael L. Dagley on behalf of Morgan Asset Management, Inc, Morgan Keegan & Company, Inc. (Dagley, Michael) (Entered: 04/28/2010)

04/28/2010

29 

NOTICE of Appearance by W. Brantley Phillips, Jr on behalf of Morgan Asset Management, Inc, Morgan Keegan & Company, Inc. (Phillips, W.) (Entered: 04/28/2010)

04/29/2010

30 

Summons Issued as to RHY Multi-Sector High Income Fund, Inc.. (vjm) (Entered: 04/29/2010)

04/29/2010

31 

Summons Issued as to RMK Advantage Income Fund, Inc.. (vjm) (Entered: 04/29/2010)

04/29/2010

32 

Summons Issued as to RMK Strategic Income Fund, Inc.. (vjm) (Entered: 04/29/2010)

04/29/2010

33 

Summons Issued as to Regions Financial Corporation. (vjm) (Entered: 04/29/2010)

04/29/2010

36 

MOTION for Leave to Appear Pro Hac Vice. (Attachments: # 1 Exhibit Declartion of Jeffrey R. Sonn, Esq., # 2 Exhibit Declartion of Scott L. Adkins, Esq., # 3 Exhibit Declaration of Adam J. Gana, Esq., # 4 Receipt #M123728)(jld) (Entered: 04/30/2010)

04/30/2010

34 

NOTICE of Appearance by Leo Maurice Bearman, Jr on behalf of PricewaterhouseCoopers LLP (Bearman, Leo) (Entered: 04/30/2010)

04/30/2010

35 

NOTICE of Appearance by Eugene J. Podesta, Jr on behalf of PricewaterhouseCoopers LLP (Podesta, Eugene) (Entered: 04/30/2010)

04/30/2010

51 

ORDER granting 36 Motion for Leave to Appear Pro Hac Vice. Signed by Judge Samuel H. Mays, Jr on 4/30/2010. (Mays, Samuel) (Entered: 05/04/2010)

04/30/2010

52 

Summons Issued as to James Stillman R. McFadden. (jld) (Entered: 05/04/2010)

04/30/2010

53 

Summons Issued as to W. Randall Pittman. (jld) (Entered: 05/04/2010)

04/30/2010

54 

Summons Issued as to Jack R. Blair. (jld) (Entered: 05/04/2010)

04/30/2010

55 

Summons Issued as to Albert C. Johnson. (jld) (Entered: 05/04/2010)

04/30/2010

56 

Summons Issued as to Mary S. Stone. (jld) (Entered: 05/04/2010)

04/30/2010

57 

Summons Issued as to PricewaterhouseCoopers LLP. (jld) (Entered: 05/04/2010)

05/03/2010

37 

NOTICE of Appearance by Emily Nicklin on behalf of PricewaterhouseCoopers LLP (Nicklin, Emily) (Entered: 05/03/2010)

05/03/2010

38 

NOTICE of Appearance by Kristopher S. Ritter on behalf of PricewaterhouseCoopers LLP (Ritter, Kristopher) (Entered: 05/03/2010)

05/03/2010

39 

NOTICE of Appearance by Timothy A. Duffy on behalf of PricewaterhouseCoopers LLP (Duffy, Timothy) (Entered: 05/03/2010)

05/03/2010

40 

SUMMONS Returned Executed by Edge Partners Ltd, Charles Jones, Ira Horowitz as to Regions Financial Corporation. (Watson, Frank) (Entered: 05/03/2010)

05/03/2010

41 

SUMMONS Returned Executed by Edge Partners Ltd, Charles Jones, Ira Horowitz as to PricewaterhouseCoopers LLP. (Watson, Frank) (Entered: 05/03/2010)

05/03/2010

42 

SUMMONS Returned Executed by Edge Partners Ltd, Charles Jones, Ira Horowitz as to RMK Strategic Income Fund, Inc.. (Watson, Frank) (Entered: 05/03/2010)

05/03/2010

43 

SUMMONS Returned Executed by Edge Partners Ltd, Charles Jones, Ira Horowitz as to RMK High Income Fund, Inc.. (Watson, Frank) (Entered: 05/03/2010)

05/03/2010

44 

SUMMONS Returned Executed by Edge Partners Ltd, Charles Jones, Ira Horowitz as to RMK Advantage Income Fund, Inc.. (Watson, Frank) (Entered: 05/03/2010)

05/03/2010

45 

SUMMONS Returned Executed by Edge Partners Ltd, Charles Jones, Ira Horowitz as to RHY Multi-Sector High Income Fund, Inc.. (Watson, Frank) (Entered: 05/03/2010)

05/03/2010

46 

SUMMONS Returned Executed by Edge Partners Ltd, Charles Jones, Ira Horowitz as to Albert C. Johnson. (Watson, Frank) (Entered: 05/03/2010)

05/03/2010

47 

SUMMONS Returned Executed by Edge Partners Ltd, Charles Jones, Ira Horowitz as to Jack R. Blair. (Watson, Frank) (Entered: 05/03/2010)

05/03/2010

48 

SUMMONS Returned Executed by Edge Partners Ltd, Charles Jones, Ira Horowitz as to James Stillman R. McFadden. (Watson, Frank) (Entered: 05/03/2010)

05/03/2010

49 

SUMMONS Returned Executed by Edge Partners Ltd, Charles Jones, Ira Horowitz as to Mary S. Stone. (Watson, Frank) (Entered: 05/03/2010)

05/03/2010

50 

SUMMONS Returned Executed by Edge Partners Ltd, Charles Jones, Ira Horowitz as to W. Randall Pittman. (Watson, Frank) (Entered: 05/03/2010)

05/12/2010

58 

MOTION for Leave to Appear Pro Hac Vice of Attorney Marc J. Bern (proposed Order submitted) by All Plaintiffs. (Attachments: # 1 Exhibit 1 - Declaration of Marc Bern and Certificate of Good Standing)(Watson, Frank) (Entered: 05/12/2010)

05/12/2010

59 

DEFICIENCY NOTICE: Pursuant to Rule 5 of the Federal Rules of Civil Procedure, document 58 MOTION for Leave to Appear Pro Hac Vice of Attorney Marc J. Bern (proposed Order submitted) filed by Charles Jones, Edge Partners Ltd, Ira Horowitz has been filed. However, the following deficiency has been found: Please note that Motion Pro Hac Vices are submitted directly and only through the 'phv email link' located under policies and procedures(From our main webpage, you will go to Case Information, then in drop down area select ECF Policies and Procedures----go to page 9). Motion will be termed from pending motion list. Thanks and if you have questions please call me at 901-495-1505.. The filer has one business day to correct the deficiency. (jml) (Entered: 05/12/2010)

05/12/2010

60 

MOTION for Leave to Appear Pro Hac Vice. (Attachments: # 1 Declaration)(jld) (Entered: 05/13/2010)

05/18/2010

61 

ORDER granting 60 Motion for Leave to Appear Pro Hac Vice as to Marc J. Bern. Signed by Judge Samuel H. Mays, Jr on 5/18/2010. (Mays, Samuel) (Entered: 05/19/2010)

07/02/2010

62 

MOTION to Consolidate Cases, MOTION for Appointment as Lead Plaintiff, MOTION to Appoint Counsel , Proposed Order submitted by RMK Investor Group. (Attachments: # 1 Memorandum of Law in Support, # 2 Affidavit Declaration of J. Gerard Stranch, IV, in Support)(Stranch, J.) (Entered: 07/02/2010)

07/16/2010

63 

RESPONSE to Motion re (164 in 2:07-cv-02830-SHM-dkv, 164 in 2:07-cv-02830-SHM-dkv, 164 in 2:07-cv-02830-SHM-dkv, 45 in 2:09-md-02009-SHM, 45 in 2:09-md-02009-SHM, 45 in 2:09-md-02009-SHM) MOTION to Consolidate Cases MOTION for Appointment as Lead Plaintiff MOTION to Appoint Counsel Trustee Ad Litem's Response to Motions for Appointment as Lead Plaintiff and Approval of Lead Counsel filed by C. Fred Daniels. Associated Cases: 2:09-md-02009-SHM et al.(Harvey, Albert) (Entered: 07/16/2010)

07/16/2010

64 

RESPONSE to Motion re 62 MOTION to Consolidate Cases MOTION for Appointment as Lead Plaintiff MOTION to Appoint Counsel , Proposed Order submitted and in Opposition to Competing Motions filed by RMK Investor Group. (Attachments: # 1 Declaration of Alan I. Ellman, # 2 Exhibit 1 to the Decl. of Alan I. Ellman, # 3 Exhibit 2 to the Decl. of Alan I. Ellman, # 4 Exhibit 3 to the Decl. of Alan I. Ellman, # 5 Exhibit 4 to the Decl. of Alan I. Ellman)(Stranch, J.) (Entered: 07/16/2010)

07/23/2010

65 

DEFICIENCY NOTICE: Pursuant to Rule 5 of the Federal Rules of Civil Procedure, document 64 Response to Motion, filed by RMK Investor Group has been filed. However, the following deficiency has been found: Please note that document should reflect a certificate of service page. You will need to go under the notice other category then in the drop down area select 'notice of correction' and submit the certificate of service page only. Thanks and if you have questions pease call me at 901-495-1505.. The filer has one business day to correct the deficiency. (jml) (Entered: 07/23/2010)

07/26/2010

66 

Notice of Correction to 64 Response to Motion, Certificate of Service. (Stranch, J.) (Entered: 07/26/2010)

07/30/2010

67 

REPLY to Response to Motion re (170 in 2:07-cv-02830-SHM-dkv) Response in Opposition to Motion,,,,,, (168 in 2:07-cv-02830-SHM-dkv) Response in Opposition to Motion,,, filed by RMK Investor Group. (Attachments: # 1 Reply Declaration of J. Gerard Stranch, IV, # 2 Exhibit A to the Reply Decl. of J. Gerard Stranch, IV, # 3 Exhibit B to the Reply Decl. of J. Gerard Stranch, IV, # 4 Exhibit C to the Reply Decl. of J. Gerard Stranch, IV, # 5 Exhibit D to the Reply Decl. of J. Gerard Stranch, IV, # 6 Exhibit E to the Reply Decl. of J. Gerard Stranch, IV, # 7 Exhibit F to the Reply Decl. of J. Gerard Stranch, IV)Associated Cases: 2:09-md-02009-SHM, 2:07-cv-02830-SHM-dkv, 2:10-cv-02248-SHM-dkv, 2:10-cv-02380-SHM-dkv(Stranch, J.) (Entered: 07/30/2010)

 

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