Williams, Jr. v. JSL Securities Inc.

District Court, S.D. New York·Decided August 21, 2025·No. 1:25-cv-00124·Unknown

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK ---------------------------------------------------------------------- X : DONALD DRENNAN WILLIAMS JR. and PHILLIP : ANDREW BLANKENSHIP, : : Petitioners, : : -v- : 25 Civ. 124 (JPC) : JSL SECURITIES, INC. and MMA SECURITIES LLC, : OPINION AND ORDER : Respondents. : : ---------------------------------------------------------------------- X

JOHN P. CRONAN, United States District Judge: Petitioners Donald Drennan Williams Jr. and Phillip Andrew Blankenship have petitioned the Court to confirm an arbitration award they secured in a Financial Industry Regulatory Authority (“FINRA”) arbitration against Respondents JSL Securities, Inc. (“JSLS”) and MMA Securities LLC (“MMAS”), two subsidiaries of Marsh & McLennan Agency, LLC (“MMA”). Petitioners initiated the arbitration against Respondents and two of their employees, Kimberly Lynn Blackmore and Craig J. Reid, bringing claims arising from the alleged withholding of Petitioners’ commissions and fees in violation of arrangements between Petitioners, JSLS, and Royal Alliance Associates, Inc. (“Royal Alliance”). The FINRA arbitration panel (the “Panel”) found Respondents liable and issued an award in favor of Petitioners (the “Award”).1 As Petitioners acknowledge, Respondents have since paid the Award. The Petition is timely and unopposed by Respondents. The parties also consented that judgment may be entered upon an arbitration award, and the Award here has not been vacated,

1 The Panel did not find Reid and Blackmore liable for any of Petitioners’ claims. See Dkt. 1 (“Petition”) at 1; Dkt. 1-1 (“Award”) at 10. modified, or corrected. Because no material facts are in dispute and grounds for the Panel’s decision may be inferred from the record, such that there is a colorable justification for the Award, the Court confirms the Award. I. Background2

A. The FINRA Arbitration On October 28, 2022, Williams and Blankenship initiated a FINRA arbitration against JSLS, MMAS, Reid, and Blackmore, captioned Phillip Andrew Blankenship and Donald Drennan Williams v. Kimberly Lynn Blackmore, JSL Securities, Inc., MMA Securities LLC, and Craig J. Reid, FINRA Dispute Resolution Case No. 22-02473, which culminated in the Award. Petition at 1, ¶ 3.3 In their Statement of Claim in the arbitration, Petitioners brought claims for tortious interference with business relations, respondeat superior, violation of Alabama Code Section 8-24-1, conversion, unjust enrichment, and a demand for accounting, all arising from events that followed Petitioners’ resignations from MMA. Sansbury Decl., Exh. 2 (“SOC”) ¶¶ 55-91. The Panel considered Petitioners’ claims for conversion, unjust enrichment, and the demand for

2 The Court takes the following facts from the Award and the Declaration of Michael T. Sansbury in support of the Petition, Dkt. 19-1 (“Sansbury Decl.”), including the exhibits attached thereto. 3 On October 19, 2022, MMA filed a related action in this District, Marsh & McLennan Agency LLC v. Donald Drennan Williams, Jr. (“Williams”), No. 22 Civ. 8920 (JPC) (S.D.N.Y.). In that case, MMA “allege[d], among other things, that Defendants [Williams and Blankenship] established a competing company, solicited MMA’s clients for that new company, misappropriated confidential information, and breached their contracts with MMA.” Williams, No. 22 Civ. 8920 (JPC), 2025 WL 1265817, at *1 (S.D.N.Y. Apr. 30, 2025). On April 30, 2025, this Court granted the defendants’ motion to compel arbitration and stayed the case in its entirety pending the outcome of that arbitration, which the parties were ordered to initiate by June 29, 2025. Id. at *1, *15. accounting, and granted Respondents a directed verdict on the other claims. Award at 9-10.4 The Court briefly recounts the parties’ dispute, as presented to the Panel. In 2007, Williams worked as a salesperson for an insurance agency called Anderson, Williams & Company (“AW”) and as an “independent contractor registered representative” for

Royal Alliance, a broker-dealer and investment advisory services firm. SOC ¶¶ 1, 11-12; Sansbury Decl., Exh. 5 (“Arbitration Answer”) at 4-5; Arbitration Answer, Exh. 3 (Broker Dealer Services Agreement between JSLS and Royal Alliance) (“BDSA”) at 1. In March of that same year, AW was acquired by J. Smith Lanier & Co. (“JSL”), a licensed insurance agency. SOC ¶¶ 8, 11; Arbitration Answer at 5. JSL subsequently formed a subsidiary, JSLS, as a limited broker-dealer that could receive commissions from Williams’s activities with Royal Alliance. SOC ¶¶ 13-14; Arbitration Answer at 5-6, 12; BDSA at 1, § 2. On January 13, 2017, almost ten years after JSL’s acquisition of AW, JSL was acquired by MMA. SOC ¶ 23; Arbitration Answer at 6. MMA intended for MMAS, its subsidiary and a limited registration broker-dealer, to “replace [JSLS] and . . . take over the Royal Alliance accounts

serviced by [Petitioners].” SOC ¶¶ 4, 23-24; Arbitration Answer at 6 (stating that “MMA’s post- merger plan was to transition all of the business at [JSLS] to [MMAS]”).5 Following MMA’s acquisition of JSL, JSLS became an MMA subsidiary and Petitioners became MMA employees. SOC ¶¶ 8-9; Arbitration Answer at 6. As Petitioners alleged before the Panel, MMA “repeatedly pressured” Petitioners throughout the acquisition to move clients from Royal Alliance to MMAS,

4 Because the Award lacks original pagination, the Court will cite to the Award using the ECF-generated page numbers. 5 During the arbitration, Petitioners maintained that MMAS, as a limited broker-dealer, was authorized “only to do business as a mutual fund retailer and to sell variable annuities and investment advisory services” and was prohibited from “conduct[ing] retail securities transactions.” SOC ¶ 24. despite MMAS lacking the Securities and Exchange Commission (“SEC”) or FINRA authorization necessary to conduct securities transactions. SOC ¶¶ 23-24.6 Petitioners refused to move any clients, however, citing fiduciary duties and potential violations of the Investment Advisors Act of 1940 (“IAA”) and the SEC’s Regulation Best Interest (“Reg BI”). Id. ¶ 25. According to

Petitioners, moving clients to MMAS, where clients supposedly would be unable to buy or sell stocks and would be forced to sell investments, would have been “a textbook violation of the IAA.” Id. ¶¶ 26-27, 31-32. Even if MMAS had obtained approval from the SEC and FINRA, Petitioners maintained that MMAS still would have been “unable to provide the same variety of products” as Royal Alliance, which would have constituted a “material limitation” under Reg BI. Id. ¶ 28.7 Petitioners further asserted that, during a meeting on April 25, 2022, MMA executives announced JSLS’s termination date as October 1, 2022, and mandated that Petitioners “transition their [broker-dealer] affiliation” to MMAS, despite MMAS lacking the “appropriate approvals, registrations, business platforms, and systems to process and supervise” Petitioners’ securities business. Id. ¶ 34. According to Petitioners, on June 3, 2022, MMA executives confirmed

Petitioners’ suspicions by acknowledging “[t]he dramatic change in products and services” that MMAS would offer. Id. ¶ 38. On that same day, Blackmore, an MMAS executive, directed Petitioners to first transition those “clients that yield the largest commission values” to MMAS, regardless of whether the platform was “adequate.” Id. ¶ 40. Petitioners claimed that, by this point, no “workable solution to MMA’s demands” remained, and so Petitioners felt “virtually . . . forced to resign.” Id. ¶ 42. Respondents, however, contested this narrative at arbitration,

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Williams, Jr. v. JSL Securities Inc., (S.D.N.Y. 2025).

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