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Beirne Wealth Consulting Services, LLC v. Englebert
1:19-cv-07936
S.D.N.Y.
Feb 13, 2020
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Case Information

*1 UNITED STATES DISTRICT COURT

SOUTHERN DISTRICT OF NEW YORK

BEIRNE WEALTH CONSULTING

SERVICES, LLC,

Plaintiff /

Counterclaim Defendant,

– against –

CHRISTOPHER ENGLEBERT, JAMIE ENGLEBERT, and ORDER ENGLEBERT FINANCIAL ADVISERS, LLC, 19 Civ. 7936 (ER) Defendants/

Counterclaim Plaintiffs/

�ird - Party Plaintiffs,

– against –

JOHN-OLIVER BEIRNE

and ELIZABETH GARNTO,

�ird -Party Defendants.

R AMOS , D.J.:

�e Court is in receipt of the parties ’ communications regarding the Preliminary Injunction issued on January 30, 2020. Docs. 70, 72, 73.

First , the Engleberts ask whether accepting a client who requested to transfer from Beirne to the Engleberts’ firm before the issuance of the Preliminary Injunction but who had not yet actually transferred at that time would violate the Preliminary Injunction. �e Court answers in the affirmative. �e Engleberts are ENJOINED from accepting any client in the position described in paragraph 1 of their January 31, 2020 letter, Doc. 70.

Second , the Engleberts ask whether the term “prospective clients” in the Preliminary Injunction means “prospects.” Beirne, in its letter response, indicates that it does not seek to enjoin the Engleberts from “soliciting or serving clients who were not clients of Beirne, regardless of whether Beirne had attempted to solicit those clients’ *2 business previously. Accordingly, the Court will MODIFY its preliminary injunction to the following, by striking the term “prospective”:

It is ORDERED that Christopher Englebert and Jamie Englebert are enjoined from soliciting, marketing to, or accepting former or cur- rent Beirne Wealth Consulting Services, LLC clients.

Third , the Engleberts seek leave to file a m otion for declaratory judgment and modification of the Preliminary Injunction. �at request is GRANTED . �e Engleberts are directed to make a motion of no more than ten pages by February 28, 2020. Beirne may file any opposition of no more than te n pages by March 13, 2020. �e En gleberts may file their reply of no more than five pages by March 20, 2020.

It is SO ORDERED.

Dated: February 13, 2020 New York, New York E DGARDO R AMOS , U.S.D.J. 2

Case Details

Case Name: Beirne Wealth Consulting Services, LLC v. Englebert
Court Name: District Court, S.D. New York
Date Published: Feb 13, 2020
Docket Number: 1:19-cv-07936
Court Abbreviation: S.D.N.Y.
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