EXENCIAL WEALTH ADVISORS v. MORGAN STANLEY SMITH BARNEY

Citations

• 2024 OK CIV APP 29

Syllabus

¶1 Morgan Stanley Smith Barney, LLC (Morgan Stanley), appeals the district court's order denying its motion to compel arbitration. Exencial Wealth Advisors LLC and Burns Wealth Management, Inc. (Exencial, unless the context requires otherwise) sued their former employee and partner, Matthew Ventura, and Morgan Stanley after Ventura went to work for Morgan Stanley. The Exencial Operating Agreement signed by Ventura contained an arbitration clause, and the district court granted Ventura's motion to compel Exencial to arbitrate its claim against him. Morgan Stanley also filed a motion to compel arbitration, which the district court denied.