Davis v. Olson CA1/1
Plaintiff and cross-defendant James O. Davis appeals from the trial court’s denial of his motion to compel arbitration. Davis, a registered investment advisor, sued his former client, Mary Jo Olson, to recover compensation for financial services he provided. Olson cross-complained against Davis, alleging, among other things, fraud and negligent misrepresentation in connection with Davis’s financial advice, breach of fiduciary duty, and unfair billing practices. Shortly after Olson filed her cross-complaint, Davis moved to compel arbitration. The trial court denied his motion, concluding the claims in Olson’s cross-complaint arose out of the parties’ financial planning agreement, which lacked a covenant to arbitrate. We affirm.
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