David M. Morris v. The Charles Schwab Corporations

UNITED STATES DISTRICT COURT

MIDDLE DISTRICT OF FLORIDA

FORT MYERS DIVISION

DAVID M. MORRIS, individually and on behalf of all others similarly situated,

Plaintiff,

v. CASE NO: 2:24-cv-985-SPC-NPM

THE CHARLES SCHWAB

CORPORATION and CHARLES

SCHWAB & CO., INC.,

Defendants. /

ORDER

Before the Court are Plaintiffs and Proposed Intervenors Mary Loughran, Rosemary Orlando, Donald Saunders, Michael Davis, and Terrance “TJ” McDonald’s (collectively, “Proposed Intervenors”) Motion to Intervene and to Transfer This Action to the Central District of California (Doc. 13) and Plaintiff David M. Morris’s, individually and on behalf of all others similarly situated, response (Doc. 15). Defendants The Charles Schwab Corporation and Charles Schwab & Co., Inc. (jointly, “Defendants”) did not file a response. For the following reasons, the Court grants the motion to intervene and transfer.

1 Proposed Intervenors state that they conferred with Defendants, and the parties did not agree to a resolution of the motion. (Doc. 13 at 33). Morris alleges that Defendants breached their contractual and fiduciary duties to their customers by sweeping…