Longbridge Financial, LLC v. Mutual Of Omaha Mortgage, Inc.

I. BACKGROUND

4 The Court incorporates the background section in its Order denying Advisory’s 5 motion to dismiss. (ECF No. 31). Since Longbridge filed its complaint, the record has 6 developed and the relationship between the Defendants has become clearer. On October 7 18, 2024, Review Counsel filed its corporate disclosure statement, stating that “Review 8 Counsel LLC is wholly owned by Mutual of Omaha Mortgage, Inc.” (ECF No. 5, at 1). 9 Mutual of Omaha confirmed this relationship in its opposition brief, acknowledging that it 10 acquired Review Counsel in 2021. (Lawrence Decl., ECF No. 29-2 ¶¶ 1–2). Advisory was 11 founded in January 2024 by William Trask, a former General Counsel of Mutual of Omaha, 12 and is wholly owned by him. (Trask Decl., ECF No. 33-2 ¶¶ 1–2). Mutual of Omaha is 13 Advisory’s first and only advertising partner. (Id. ¶ 4). Review Counsel and Advisory’s 14 websites are similar because Review Counsel provided to Advisory its “templated design 15 footprint” when Mr. Trask initially created Advisory’s website. (Id. ¶¶ 2, 7). 16 Review Counsel and Advisory recently made several changes to their websites to be 17 consistent with these recent…