Filed: Mar. 01, 2016
Latest Update: Mar. 01, 2016
Summary: ORDER GRANTING PERMANENT INJUNCTION MANUEL L. REAL , District Judge . Plaintiff The Revolution FMO, LLC a.k.a. The Revolution MO, LLC (hereinafter "Revolution") filed a Complaint For: (1) Copyright Infringement, (2) Misappropriation of Confidential Information/Trade Secrets, (3) Violation of Business and Professions Code section 17200, (4) Breach of Contract, (5) Express Indemnity, and (6) Conversion against Defendant Ronald Grant ("Grant") to obtain temporary, preliminary, and permanent in
Summary: ORDER GRANTING PERMANENT INJUNCTION MANUEL L. REAL , District Judge . Plaintiff The Revolution FMO, LLC a.k.a. The Revolution MO, LLC (hereinafter "Revolution") filed a Complaint For: (1) Copyright Infringement, (2) Misappropriation of Confidential Information/Trade Secrets, (3) Violation of Business and Professions Code section 17200, (4) Breach of Contract, (5) Express Indemnity, and (6) Conversion against Defendant Ronald Grant ("Grant") to obtain temporary, preliminary, and permanent inj..
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ORDER GRANTING PERMANENT INJUNCTION
MANUEL L. REAL, District Judge.
Plaintiff The Revolution FMO, LLC a.k.a. The Revolution MO, LLC (hereinafter "Revolution") filed a Complaint For: (1) Copyright Infringement, (2) Misappropriation of Confidential Information/Trade Secrets, (3) Violation of Business and Professions Code section 17200, (4) Breach of Contract, (5) Express Indemnity, and (6) Conversion against Defendant Ronald Grant ("Grant") to obtain temporary, preliminary, and permanent injunctive relief, compensatory and punitive damages, and other relief for Grant's alleged unauthorized retention, use, discussion and dissemination of copyright, trade secret, proprietary and confidential materials and information developed by and belonging to Revolution.
Revolution and Grant have agreed to the entry of this Order for Permanent Injunction by this Court to resolve this Action.
IT IS HEREBY ORDERED, ADJUDGED, AND DECREED as follows:
I. FINDINGS
a. This Court has jurisdiction over this matter.
b. Grant and Revolution waive all rights to appeal or otherwise challenge or contest the validity of this Order. Grant further waives and releases any claim he may have against Revolution or its employees, attorneys and representatives arising out of this Action and under the terms of this Order.
c. The Court incorporates by reference, and relies as if fully set forth herein, on the findings of facts set forth in the Court's Temporary Restraining Order (Docket Entry # 14) and the Preliminary Injunction (Docket Entry #35).
II. DEFINITIONS
For the purpose of this Order, the following definitions shall apply:
a. "Revolution Materials" means copyrighted, trade secret, proprietary and confidential materials and information developed by and outlines and scripts, client workbooks, templates for sales and investment seminars, questionnaires and related materials.
b. The parties stipulate that the proprietary documents included under the definition of Revolution Materials, for the sole purpose of this Order, consists only of the following list of items which are identified by document description and document number:
1) Life Insurance Transfer History Template (no 1035 exchange), R150110157OOS
2) Life Insurance Transfer History Template,
R150110156OOS
3) Account Policy Information, R15011007
4) Insurance Only Licensed EIA Form, R15011050
5) Bullet Points, R15011083
6) Gold Boarder Template, R15011096, R15011097,
R15011098
7) Transfer History — Anniversary, R15011029R
8) Client Review Disclosure Form, R15011032
9) Valued Client Response Sheet, R150110107
10) Client Disclosure Letter, R15011039
11) FINRA Understanding Different Retirement Plans Handout, R15011003R
12) FINRA Understanding Different Types of Annuities Handout, R15011004R
13) Client Appreciation Movie Event, R15011031R
14) Office Training Manual, R15011034R
15) Appointment Setting Manual, R15011060R
17) Response Sheet, R15011038
18) Valued Client Response Sheet, R15011037
19) Response Sheet Stray 401k, R15011011
20) FAQs, R15011025
21) Welcome Back Letter, R15011040
22) Mini Basic Training Manual, R150110105R
23) Advanced Training Manual, R150110140R
24) Special Ops Manual, R150110141R
25) Bring a Friend Invite, R15011018
26) Client Appreciation Event, R15011028
27) Client Appreciation Event Mailer, R15011009OOS, R15011007OOS
28) Valued Client Response Sheet, R15011037
29) Movie Flyer, R15011045
30) Ela Event Flyer, R15011042
31) Tips to Building a Rotation, R15011002
32) Client Review Postcard, R15011076
33) Client Disclosure, R15011039
34) Step Sales System, R15011051
35) FINRA Retirement Plans Postcards, R150110155R
36) Sample of a Transfer Letter, R15011001TPO
37) Cover Sheet, R15011034
38) Policy Information Labels, R15011048
39) Statement Labels, R15011004OOS
40) To My Beneficiaries Letter, R15011030
41) Transfer History First Delivery, R15011063OOS
43) Understanding Different Types of Retirement Plans, R15011001
44) Sample Transfer Letter, R15011001TPO
45) Understanding Different Retirement Plans Presenters Script, R15011002R
46) Tips for Building a Rotation, R15011002
47) Statements Labels, R15011004OOS
48) Existing Client Letter, R150110101
49) Valued Client Response Sheet 2015, R150110107
50) Response Sheet Stray 401k, R15011011
51) Redline, R150110164R(a)bc
52) Red and Blue Lines, R150110164Ra(b)c
53) All Lines, R150110164Rab(c)
54) Client Annual Review Reminder Letters, R15011020
55) FAQs, R15011025
56) Client Appreciation Event Invite Generic, R15011028
57) Transfer History Anniversary-ccs-rr, R15011029R
58) To My Beneficiaries, R15011030
59) Client Review Form, R15011032
60) Client Delivery Receipt, R15011033
61) Client Cover Sheet, R15011034
62) Valued Client Response Sheet, R15011037
63) Response Sheet Basic, R15011038
64) Money Chasing Manual, R15011041R
65) Pumpkin Pie Mailer, R15011043
66) Movie Night Movie Flyer, R15011045
67) Policy Folder Labels, R15011048
68) Five Steps Sales System, R15011051
69) Presenters Outline Understanding Different Retirement Strategies, R15011058
70) Workbook Seminar Understanding Different Retirement Strategies, R15011058R
71) Appointment Setting Manual 2015, R15011060R
72) Transfer History First Delivery, R15011063OOS
ORDER
III. PERMANENT INJUNCTION
IT IS ORDERED THAT Grant and his agents, servants, employees, attorneys, and all those in concert or participation with him, are permanently restrained and enjoined from:
a. Using, disseminating or otherwise discussing the Revolution Materials in any forum or by any medium, including but not limited to any website, any social media, any seminars, any client and prospective client encounters, meetings or situations and through any broadcasts (radio, online or otherwise) now and in the future.
b. Soliciting any employee or agent of the Revolution to leave the Revolution now and in the future.
IV. RETURN OF REVOLUTION MATERIALS
IT IS FURTHER ORDERED THAT Grant and his agents, servants, employees, attorneys, and all those in concert or participation with him, will immediately return any Revolution Materials in any form whatsoever to Revolution, and delete any Revolution Materials from all retrieval systems and databases or destroy same, including deletion of Revolution Materials.
V. RETENTION OF JURISDICTION
IT IS FURTHER ORDERED THAT this Court retains jurisdiction of this matter for purposes of construction, modification, and enforcement of this Order.
IT IS SO ORDERED.