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Mealeys

Mealey's Trade Secret - Claims In Trade Secret Dispute Against Investment Adviser Overturned On Appeal

CINCINNATI - A Ohio appellate panel on Nov. 8 ruled that a state trial court erred in dismissing a trade secret misappropriation claim against an investment advisor based on the terms of a termination agreement because although the agreement released the defendant from his confidentiality and nonsolicitation obligations, the adviser had sufficiently shown that its customer contact and account information are trade secrets and may be able to show that the defendants misappropriated them (The Retirement Corporation of America, et al. v. David B. Henning, et al., No. C-180643, Ohio App., 1st Dist., Hamilton Co., 2019 Ohio App. LEXIS 4656).
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