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Mc, Curley Page 2 broker), which broker would generally divide the commission with Mc, Curley. In August of 2008, after Lockhart's then-girlfriend Jody Sheppard had simply end up being a licensed insurance agent, Lockhart began referring and introducing possible group health, term life, and long-term care insurance clients to Sheppard, who at one point later worked for the Stevens Group, a competitor of Mc, Curley's firm.
Some of the clients who Lockhart referred or presented to Sheppard were existing Mc, Curley residential or commercial property and casualty consumers who were being serviced by authorized referral markets. Also in August of 2008, Lockhart produced a Web domain name for his side company, Lockhart Associates. He interacted with Sheppard with an e-mail address with the Lockhart Associates domain.
In this regard, in 2007 Lockhart got and was reappointed as an agent for Illinois Mutual Life, with whom he had a preexisting relationship. Lockhart confessed that did not divulge any of these side dealings to Mc, Curley or get Mc, Curley's permission to participate in them on the side.
Lockhart did admit that in February of 2009 he obtained Mc, Curley clients to buy long-lasting care Lockhart v. Mc, Curley Page 3 insurance coverage from Mass, Mutual through Sheppard. After Mc, Curley discovered of Lockhart's side transactions, he fired Lockhart on April 23, 2009. Thereafter, Lockhart's computer system at Mc, Curley's company was examined, and it was determined that Lockhart had actually copied secret information onto a thumb drive about ten days prior to he was fired.
Lockhart likewise admitted that, after he was terminated, he caused or attempted to trigger Mc, Curley consumers who had been his clients to move their business away from Mc, Curley. Sanctions Mc, Curley sued Lockhart five weeks after shooting him and obtained a short-term limiting order. After a hearing, the high court entered a temporary injunction, which was appealed to this court (and verified on March 10, 2010).
Mc, Curley, No. 10-09-00240-CV, 2010 WL 966029 (Tex. App. Waco Mar. 10, 2010, no family pet.) (mem. op.). On Keep Checking Back Here , Mc, Curley served discovery (demands for admission and production and interrogatories) on Lockhart. Mc, Curley submitted three motions to oblige discovery responses in February of 2010. The motions also looked for sanctions in the form of attorney's costs and additional sanctions as are just.