Financial Co. Says Ex-Reps Poached Clients For New Venture

By Kelcey Caulder · May 8, 2025, 7:13 PM EDT

A wealth management firm has filed suit in Georgia federal court against two former employees who allegedly stole its confidential information, including client lists, to unlawfully solicit clients to transfer roughly $90...

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Documents

Case Information

Case Title

Mercer Global Advisors Inc. v. Unified Investment Management, LLC et al

Case Number

1:25-cv-02523

Court

Georgia Northern

Nature of Suit

Defend Trade Secrets Act (of 2016)

Date Filed

May 07, 2025


Case Title

Plaintiff v. Defendant

Case Number

1:25-mi-99999

Court

Georgia Northern

Nature of Suit

Other Statutory Actions

Date Filed

May 07, 2025