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Mc, Curley Page 2 broker), which broker would normally divide the commission with Mc, Curley. In August of 2008, after Lockhart's then-girlfriend Jody Sheppard had simply end up being a certified insurance representative, Lockhart started referring and presenting possible group health, term life, and long-lasting care insurance coverage consumers to Sheppard, who at one point later worked for the Stevens Group, a competitor of Mc, Curley's firm.
A few of the clients who Lockhart referred or presented to Sheppard were existing Mc, Curley home and casualty consumers who were being serviced by authorized referral markets. Likewise in August of 2008, Lockhart created a Web domain name for his side business, Lockhart Associates. He interacted with Sheppard with an e-mail address with the Lockhart Associates domain.

In this respect, in 2007 Lockhart got and was reappointed as a representative for Illinois Mutual Life, with whom he had a preexisting relationship. Lockhart admitted that did not reveal any of these side transactions to Mc, Curley or get Mc, Curley's approval to engage in them on the side.
Lockhart did confess that in February of 2009 he obtained Mc, Curley customers to buy long-lasting care Lockhart v. Mc, Curley Page 3 insurance from Mass, Mutual through Sheppard. After Mc, Curley found out of Lockhart's side dealings, he fired Lockhart on April 23, 2009. Afterwards, Lockhart's computer at Mc, Curley's agency was taken a look at, and it was figured out that Lockhart had actually copied secret information onto a thumb drive about 10 days prior to he was fired.
Lockhart likewise admitted that, after he was ended, he caused or tried to cause Mc, Curley clients who had actually been his clients to move their organization away from Mc, Curley. Sanctions Mc, Curley took legal action against Lockhart five weeks after shooting him and acquired a short-term limiting order. After a hearing, the trial court got in a short-term injunction, which was attracted this court (and affirmed on March 10, 2010).

Mc, Curley, No. 10-09-00240-CV, 2010 WL 966029 (Tex. App. Read This , 2010, no family pet.) (mem. op.). On the other hand, Mc, Curley served discovery (requests for admission and production and interrogatories) on Lockhart. Mc, Curley filed 3 motions to compel discovery reactions in February of 2010. The movements likewise sought sanctions in the kind of lawyer's charges and additional sanctions as are simply.