April 30, 2024

Milligan v. Merrill Lynch, Pierce, Fenner & Smith, Inc. et al

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Case Number:

3:24-cv-00440

Court:

North Carolina Western

Nature of Suit:

Labor: E.R.I.S.A.

Multi Party Litigation:

Class Action

Judge:

Kenneth D. Bell

Firms

Companies

Sectors & Industries:

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Reflects complaints, answers, motions, orders and trial notes entered from Jan. 1, 2011.
Additional or older documents may be available in Pacer.

Coverage

  1. March 12, 2025

    BofA, Merrill Defeat Ex-Adviser's Deferred Compensation Suit

    Bank of America and investment management subsidiary Merrill defeated a former financial adviser's suit claiming deferred compensation he'd earned was unlawfully revoked when he left the company, with a North Carolina federal court finding the money didn't qualify as retirement funds covered by benefits law.

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