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Mc, Curley Page 2 broker), and that broker would usually divide the commission with Mc, Curley. In August of 2008, after Lockhart's then-girlfriend Jody Sheppard had simply become a licensed insurance coverage representative, Lockhart began referring and introducing potential group health, term life, and long-lasting care insurance coverage customers to Sheppard, who at one point later worked for the Stevens Group, a rival of Mc, Curley's company.

A few of the clients who Lockhart referred or presented to Sheppard were existing Mc, Curley residential or commercial property and casualty customers who were being serviced by authorized referral markets. Also in August of 2008, Lockhart created a Web domain for his side business, Lockhart Associates. He interacted with Sheppard with an email address with the Lockhart Associates domain.

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In this regard, in 2007 Lockhart obtained and was reappointed as a representative for Illinois Mutual Life, with whom he had a preexisting relationship.  More Details  confessed that did not disclose any of these side dealings to Mc, Curley or get Mc, Curley's authorization to participate in them on the side.

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Lockhart did admit that in February of 2009 he solicited Mc, Curley clients to buy long-term care Lockhart v. Mc, Curley Page 3 insurance from Mass, Mutual through Sheppard. After Mc, Curley learned of Lockhart's side negotiations, he fired Lockhart on April 23, 2009. Thereafter, Lockhart's computer system at Mc, Curley's company was taken a look at, and it was figured out that Lockhart had actually copied secret information onto a thumb drive about 10 days before he was fired.

Lockhart also admitted that, after he was ended, he caused or attempted to cause Mc, Curley consumers who had actually been his customers to move their business away from Mc, Curley. Sanctions Mc, Curley took legal action against Lockhart 5 weeks after firing him and obtained a short-lived limiting order. After a hearing, the high court went into a temporary injunction, which was attracted this court (and verified on March 10, 2010).

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Mc, Curley, No. 10-09-00240-CV, 2010 WL 966029 (Tex. App. Waco Mar. 10, 2010, no family pet.) (mem. op.). Meanwhile, Mc, Curley served discovery (ask for admission and production and interrogatories) on Lockhart. Mc, Curley filed 3 movements to compel discovery actions in February of 2010. The movements also looked for sanctions in the type of attorney's costs and extra sanctions as are simply.