Gordon

Gordon v. Cool Springs Financial Group CA4/1

Good Law
Court of Appeal of CaliforniaOctober 28, 2024D082117California3,177 words

Opinion

Opinion

INTRODUCTION

Matthew Gordon appeals an order granting a motion to quash service of summons for lack of personal jurisdiction. The trial court determined it did not have personal jurisdiction over Cool Springs Financial Group, LLC, a limited liability company registered in Delaware and headquartered in Tennessee. We agree with the trial court. Therefore, we affirm the order.

FACTUAL AND PROCEDURAL BACKGROUND

Cool Springs is a limited liability company organized in Delaware. Its principal place of business is in Tennessee. Cool Springs is not licensed to do business in California. It has no offices in California. It owns no property in California. Cool Springs has one employee who resides in California, but that individual works remotely. Cool Springs’ only alleged California connection is through a purported relationship with defendant Richard Wira, who lives in California. Since 2013, Wira has acted as Gordon’s life insurance agent. In late 2016, Wira recommended to Gordon an alternative method of purchasing an Accordia life insurance policy through the Cool Springs’ Premium Finance strategy that involved financing by Wintrust Life Finance. Thus, Cool Springs would be the plan…

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