Contract Compelling Arbitration Not Formed Where Parties Submitted Two Different Versions of the Same…

Barry and Donna Rowland (“Rowland”) first enlisted Sandy Morris and her Florida-based firm, Sandy Morris Financial LLC (“SMF”), for financial planning advice in 2014. After the couple moved to North Carolina, they continued to use SMF for financial services and, in 2017, hired Morris and SMF to manage their investment accounts. Pursuant to this expanded scope of work, SMF provided Rowland with several documents for signature, including the firm’s Asset Management Agreement (“AMA”), in a fifty-four-page PDF. After Mr. Rowland signed and returned this document through Docusign, it was signed by SMF’s Chief Compliance Officer….

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