WFG Management Services, Inc.
Member Case
Lead case is: 3:17-bk-33578
Lead case is: 3:17-bk-33578
| Texas Northern Bankruptcy Court | |
| Chapter 11 | |
| Judge: | Harlin Dewayne Hale |
| Case #: | 3:17-bk-33579 |
| Case Filed: | Sep 24, 2017 |
| Terminated: | Mar 27, 2019 |
| Type | Corporation |
| Tax ID | subscribers only |
| # of Creditors | 1-49 |
| Est. Assets | $100,001 to $500,000 |
| Est. Liabilities | $100,001 to $500,000 |
| Nature of Business | Other |
| Nature of Debts | Primarily Business |
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Debtor
WFG Management Services, Inc.
Akerman LLP 2001 Ross Ave., Ste 3600
Dallas, TX 75201 |
Represented By
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| Last checked: never |
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U.S. Trustee
United States Trustee
1100 Commerce Street Room 976
Dallas, TX 75242 |
| Docket last updated: 02/21/2025 7:45 PM CST |
| Wednesday, March 27, 2019 | ||
| 41 | 41
order
Final decree
Wed 03/27 10:43 AM
Final decree (Case closed) . Entered on 3/27/2019 (Okafor, M.) |
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| Thursday, March 21, 2019 | ||
| 40 | 40
misc
Certificate (generic)
Thu 03/21 6:41 PM
Certificate of No Objection filed by Trustee Dennis S. Faulkner . (Marshall, Joe) |
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| Thursday, February 28, 2019 | ||
| 39 | 39
motion
Final decree
Thu 02/28 3:28 PM
Motion for final decree for WFG Management Services, Inc. Filed by Trustee Dennis S. Faulkner Objections due by 3/21/2019. (Marshall, Joe) |
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Att: 1
Service List
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Att: 2
Proposed Order
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| Tuesday, January 22, 2019 | ||
| 38 | 38
notice
Notice (generic)
Tue 01/22 1:12 PM
Notice of Filing of Amended Exhibits A and B filed by Trustee Dennis S. Faulkner . (Marshall, Joe) |
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Att: 1
Exhibit
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Att: 2
Exhibit
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| Tuesday, November 20, 2018 | ||
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court
Hearing not held
Tue 11/20 2:00 PM
Hearing NOT held on 11/20/2018. (AGREED ORDER ENTERED.) (Green, Shanette) Modified TEXT on 11/20/2018 (Green, Shanette) |
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| Sunday, November 18, 2018 | ||
| 37 | 37
court
BNC certificate of mailing - PDF document
Sun 11/18 11:36 PM
BNC certificate of mailing - PDF document. No. of Notices: 1. Notice Date 11/18/2018. (Admin.) |
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| Friday, November 16, 2018 | ||
| 36 | 36
order
Leave (Not for Appeal use)
Fri 11/16 9:52 AM
Order granting in part, denying in part motion to strike amendments to Debtors schedules and objection to Intercompany claims Entered on 11/16/2018. (Okafor, M.) |
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| Tuesday, October 30, 2018 | ||
| 35 | 35
claims
Withdrawal of claim
Tue 10/30 3:40 PM
Withdrawal of claim(s) Claim has been satisfied. Claim: 1 withdrawn because matter has been resolved. 1 Filed by Trustee Robert Yaquinto Jr.. (Yaquinto, Robert) |
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| Monday, October 22, 2018 | ||
| 34 | 34
claims
Withdrawal of claim
Mon 10/22 2:07 PM
Withdrawal of claim(s): 2 Filed by Creditor McCathern, PLLC. (Van Horn, Eric) |
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| Friday, September 14, 2018 | ||
| 33 | 33
misc
Certificate of service
Fri 09/14 1:26 PM
Certificate of service re: Notice of Hearing on the (I) Motion to Strike Schedules; and (II) Objection to Intercompany Claims filed by Creditor WTW INVESTMENT COMPANY, LTD. . (Van Horn, Eric) |
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Att: 1
Service List
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| Friday, September 07, 2018 | ||
| 32 | 32
notice
Notice of hearing
Fri 09/07 2:27 PM
Notice of hearing filed by Creditor WTW INVESTMENT COMPANY, LTD. . Hearing to be held on 11/20/2018 at 01:30 PM Dallas Judge Hale Ctrm for27 and for28 , (Van Horn, Eric) |
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| Friday, July 20, 2018 | ||
| 31 | 31
misc
Operating report
Fri 07/20 6:10 PM
Debtor-in-possession monthly operating report for filing period June 1, 2018 to June 29, 2018 filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| Monday, June 25, 2018 | ||
| 30 | 30
misc
Operating report
Mon 06/25 7:21 PM
Debtor-in-possession monthly operating report for filing period May 1, 2018 to May 31, 2018 filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| Tuesday, June 19, 2018 | ||
| 29 | 29
25
pgs
order
Order (generic)
Tue 06/19 9:01 AM
Order Confirming Chapter 11 Plan. Entered on 6/19/2018 (Banks, Courtney) |
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| Friday, June 15, 2018 | ||
| 28 | 28
misc
Support/supplemental document
Fri 06/15 11:46 AM
Objection filed by Creditor WTW INVESTMENT COMPANY, LTD. (Van Horn, Eric). Modified linkage on 6/15/2018 (Bergreen, J.) |
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| 27 | 27
motion
Leave (Not for Appeal use)
Fri 06/15 11:45 AM
Motion for leave MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS Filed by Creditor WTW INVESTMENT COMPANY, LTD. Objections due by 7/6/2018. (Van Horn, Eric) |
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| Tuesday, May 22, 2018 | ||
| 26 | 26
misc
Operating report
Tue 05/22 1:01 PM
Debtor-in-possession monthly operating report for filing period April 1, 2018 to April 30, 2018 filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| Thursday, May 10, 2018 | ||
| 25 | 25
misc
Certificate of service
Thu 05/10 6:03 PM
Certificate of service re: WFG Management Services, Inc.'s Amended First Omnibus Objection to Duplicate Claims filed by Debtor WFG Management Services, Inc. . (Parham, David) |
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| Wednesday, May 09, 2018 | ||
| 24 | 24
misc
Certificate of service
Wed 05/09 6:37 PM
Certificate of service re: WFG Management Services, Inc.'s First Omnibus Objection to Duplicate Claims filed by Debtor WFG Management Services, Inc. . (Parham, David) |
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| 23 | 23
misc
Certificate of service
Wed 05/09 6:35 PM
Certificate of service re: Debtor's Objection to Claim No. 2-1 filed by Debtor WFG Management Services, Inc. . (Parham, David) |
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| 22 | 22
claims
Objection to claim
Wed 05/09 1:08 PM
AmendedOmnibus Objection to claim(s) 3,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34 of Creditor(s) First Omnibus Duplicate Claims.. Filed by Debtor WFG Management Services, Inc. . (Parham, David) |
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| Tuesday, May 08, 2018 | ||
| 21 | 21
claims
Objection to claim
Tue 05/08 2:50 PM
Omnibus Objection to claim(s) 3,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34 of Creditor(s) First Omnibus Objection to Duplicate Claims.. Filed by Debtor WFG Management Services, Inc.. Responses due by 6/7/2018. (Parham, David) |
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| 20 | 20
claims
Objection to claim
Tue 05/08 12:21 PM
Objection to claim(s) 2 of Creditor(s) Unidentified Claimant.. Filed by Debtor WFG Management Services, Inc.. Responses due by 6/7/2018. (Parham, David) |
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Att: 1
Proposed Order
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| Monday, April 23, 2018 | ||
| 19 | 19
misc
Operating report
Mon 04/23 7:10 PM
Debtor-in-possession monthly operating report for filing period March 1, 2018 to March 31, 2018 filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| Tuesday, March 20, 2018 | ||
| 18 | 18
misc
Schedules
Tue 03/20 7:04 PM
Amended Schedules: A/B,. Filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| 17 | 17
misc
Operating report
Tue 03/20 6:41 PM
Debtor-in-possession monthly operating report for filing period February 1, 2018 to February 28, 2018 filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| Wednesday, February 21, 2018 | ||
| 16 | 16
misc
Operating report
Wed 02/21 5:28 AM
Debtor-in-possession monthly operating report for filing period January 1, 2018 to January 31, 2018 filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| Tuesday, February 13, 2018 | ||
| 15 | 15
claims
Withdrawal of claim
Tue 02/13 12:51 PM
Withdrawal of claim(s): 4 Filed by Creditor McCathern, PLLC. (Van Horn, Eric) |
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| Tuesday, January 23, 2018 | ||
| 14 | 14
misc
Operating report
Tue 01/23 10:19 AM
Debtor-in-possession monthly operating report for filing period December 1, 2017 to December 31, 2017 filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| Tuesday, December 19, 2017 | ||
| 13 | 13
misc
Operating report
Tue 12/19 5:14 PM
Debtor-in-possession monthly operating report for filing period November 1, 2017 to November 30, 2017 filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| Tuesday, November 28, 2017 | ||
| 12 | 12
misc
Operating report
Tue 11/28 11:50 AM
Debtor-in-possession monthly operating report for filing period September 24, 2017 to October 31, 2017 filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| Monday, November 27, 2017 | ||
| 11 | 11
misc
Certificate of service
Mon 11/27 5:44 PM
Certificate of service re: Schedules A/B and D-H with Summary of Assets and Liabilities for WFG Management Services, Inc.; Statement of Financial Affairs for Non-Individuals Filing for Bankruptcy, for WFG Management Services, Inc.; and the Order Establishing Deadlines for Filing Proofs of Claims and Proofs of Interest and Approving the Form and Manner of Notice Thereof, in Case No. 17-3378 In re Williams Financial Group, Inc., et al. filed by Debtor WFG Management Services, Inc. . (Parham, David) |
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Att: 1
Exhibit A - Service List
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| Friday, November 24, 2017 | ||
| 10 | 10
misc
Statement of financial affairs
Fri 11/24 7:04 AM
Statement of financial affairs for a non-individual (Amended) . Filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| 9 | 9
misc
Schedules
Fri 11/24 7:03 AM
Schedules: Schedules A/B and D-H with Summary of Assets and Liabilities. Filed by Debtor WFG Management Services, Inc.. (Parham, David) |
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| Tuesday, October 10, 2017 | ||
| 8 | 8
misc
Statement of financial affairs
Tue 10/10 10:39 PM
Statement of financial affairs for a non-individual . Filed by Debtor WFG Management Services, Inc. . (Parham, David) |
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| 7 | 7
misc
Schedules
Tue 10/10 10:38 PM
Schedules: Schedules A/B and D-H with Summary of Assets and Liabilities. Filed by Debtor WFG Management Services, Inc. . (Parham, David) |
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| Friday, September 29, 2017 | ||
| 6 | 6
misc
Declaration
Fri 09/29 11:40 AM
Declaration re: Electronic Filing of Bankruptcy Petition and Master Mailing List (Matrix) filed by Debtor WFG Management Services, Inc. . (Lawrence, Scott) |
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| Thursday, September 28, 2017 | ||
| 5 | 5
order
Joint administration
Thu 09/28 11:02 AM
Order granting motion for joint administration lead case 3:17-bk-33578 with member case 3:17-bk-33579 . All original pleadings shall be captioned as set out above and all original docketentries shall be made in the case of Williams Financial Group, Inc., Case No. 17-33578 All proofs of claim shall be filed under the case number representing the Debtors' estates against which the claim is made. Judge Harlin DeWayne Hale assigned. Involvement of Judge Stacey G. Jernigan terminated Entered on 9/28/2017. (Banks, Courtney) |
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| Wednesday, September 27, 2017 | ||
| 4 | 4
court
BNC certificate of mailing
Wed 09/27 11:37 PM
BNC certificate of mailing. No. of Notices: 1. Notice Date 09/27/2017. (Admin.) |
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| Monday, September 25, 2017 | ||
| 3 | 3
court
Notice of deficiency
Mon 09/25 2:10 PM
Notice of deficiency. Schedule A/B due 10/10/2017. Schedule D due 10/10/2017. Schedule E/F due 10/10/2017. Schedule G due 10/10/2017. Schedule H due 10/10/2017. Summary of Assets and Liabilities and Certain Statistical Information due 10/10/2017. Statement of Financial Affairs due 10/10/2017. Creditor matrix due 9/27/2017. (Banks, Courtney) |
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| Sunday, September 24, 2017 | ||
| 2 | 2
motion
Joint administration
Sun 09/24 3:06 PM
Motion for joint administration of cases Williams Financial Group, Inc. 17-33578 , WFG Management Services, Inc. 17-33579 , WFG Investments, Inc. 17-33580 and WFG Advisors LP 17-33581 Filed by Debtor WFG Management Services, Inc. (Parham, David) |
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Att: 1
Proposed Order
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| 1 | 1
12
pgs
misc
Voluntary petition ch 11 (attorney filer)
Sun 09/24 1:47 PM
Non-individual Chapter 11 Voluntary Petition. Fee Amount $1717 Filed by WFG Management Services, Inc. (Parham, David) |
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crditcrd
none
Sun 09/24 1:48 PM
Receipt of filing fee for Voluntary petition (chapter 11) 17-33579 11) [misc,volp11a] (1717.00). Receipt number 24242660, amount $1717.00 . (U.S. Treasury) |
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