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Credit Union Hits LPL, Osaic With Client-Poaching Suit
News October 17, 2025 at 02:46 PM
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What You Need To Know
- The complaint alleges the defendants orchestrated a coordinated scheme to steal information for 683 clients.
- The former First Tech advisors resigned on Sept. 9, 2025, by email and without notice, according to the suit.
- The ex-employees "did not leave cleanly or properly," the suit contends. "Instead, they took detailed client lists."
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