Member Case
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

TypeCorporation
Tax IDsubscribers only
# of Creditors1-49
Est. Assets$100,001 to $500,000
Est. Liabilities $100,001 to $500,000
Nature of Business Other
Nature of Debts Primarily Business

Debtor
WFG Management Services, Inc.
Akerman LLP 2001 Ross Ave., Ste 3600
Dallas, TX 75201
Represented By
David William Parham
Akerman LLP
contact info
Last checked: never
U.S. Trustee
United States Trustee
1100 Commerce Street Room 976
Dallas, TX 75242


Docket last updated: 33 minutes ago
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.)
Related: [-]
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 Related [+]. (Marshall, Joe)
Related: [-] 39 Motion for final decree for WFG Management Services, Inc.
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)
Related: [-]
Att: 1 Service List
Att: 2 Proposed Order
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 Related [+]. (Marshall, Joe)
Related: [-] 36 Order granting in part, denying in part motion to strike amendments to Debtors schedules and objection to Intercompany claims (related document27 ) Entered on 11/16/2018. (Okafor, M.)
Att: 1 Exhibit
Att: 2 Exhibit
Tuesday, November 20, 2018
court Hearing not held Tue 11/20 2:00 PM
Hearing NOT held on 11/20/2018. Related [+] (AGREED ORDER ENTERED.) (Green, Shanette) Modified TEXT on 11/20/2018 (Green, Shanette)
Related: [-] 27 Motion to strike MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS (related document(s)18 Schedules) Filed by Creditor WTW INVESTMENT COMPANY, LTD. Objections due by 7/6/2018. (Van Horn, Eric) Modified text on 6/15/2018 (Bergreen, J.).
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. Related [+] No. of Notices: 1. Notice Date 11/18/2018. (Admin.)
Related: [-] 36 Order granting in part, denying in part motion to strike amendments to Debtors schedules and objection to Intercompany claims (related document27 ) Entered on 11/16/2018. (Okafor, M.)
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 Related [+] Entered on 11/16/2018. (Okafor, M.)
Related: [-] 27
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)
Related: [-]
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)
Related: [-]
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. Related [+]. (Van Horn, Eric)
Related: [-] 27 Motion for leave MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS (related document(s)18 Schedules),28 Support/supplemental document
Att: 1 Service List
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. Related [+]. Hearing to be held on 11/20/2018 at 01:30 PM Dallas Judge Hale Ctrm for27 and for28 , (Van Horn, Eric)
Related: [-] 27 Motion to strike MOTION TO STRIKE AMENDMENTS TO DEBTORS SCHEDULES; AND, OBJECTIONS TO INTERCOMPANY CLAIMS (related document(s)18 Schedules) Filed by Creditor WTW INVESTMENT COMPANY, LTD. Objections due by 7/6/2018. (Van Horn, Eric) Modified text on 6/15/2018 (Bergreen, J.).,28 Objection filed by Creditor WTW INVESTMENT COMPANY, LTD. (RE: related document(s)18 Schedules filed by Debtor WFG Management Services, Inc.) (Van Horn, Eric). Modified linkage on 6/15/2018 (Bergreen, J.).
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)
Related: [-]
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)
Related: [-]
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)
Related: [-]
Friday, June 15, 2018
28 28 misc Support/supplemental document Fri 06/15 11:46 AM
Objection filed by Creditor WTW INVESTMENT COMPANY, LTD. Related [+] (Van Horn, Eric). Modified linkage on 6/15/2018 (Bergreen, J.)
Related: [-] 18 Schedules filed by Debtor WFG Management Services, Inc.
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 Related [+] Filed by Creditor WTW INVESTMENT COMPANY, LTD. Objections due by 7/6/2018. (Van Horn, Eric)
Related: [-] 18 Schedules
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)
Related: [-]
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. Related [+]. (Parham, David)
Related: [-] 22 Objection to claim
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. Related [+]. (Parham, David)
Related: [-] 21 Objection to claim
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. Related [+]. (Parham, David)
Related: [-] 20 Objection to claim
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. Related [+]. (Parham, David)
Related: [-] 21 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. filed by Debtor WFG Management Services, Inc.
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)
Related: [-]
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)
Related: [-]
Att: 1 Proposed Order
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)
Related: [-]
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)
Related: [-]
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)
Related: [-]
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)
Related: [-]
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)
Related: [-]
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)
Related: [-]
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)
Related: [-]
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)
Related: [-]
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. Related [+]. (Parham, David)
Related: [-] 9 Schedules,10 Statement of financial affairs
Att: 1 Exhibit A - Service List
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)
Related: [-]
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)
Related: [-]
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. Related [+]. (Parham, David)
Related: [-] 3 Notice of deficiency
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. Related [+]. (Parham, David)
Related: [-] 3 Notice of deficiency
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. Related [+]. (Lawrence, Scott)
Related: [-] 1 Voluntary petition (chapter 11)
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 Related [+]. 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)
Related: [-] 2
Wednesday, September 27, 2017
4 4 court BNC certificate of mailing Wed 09/27 11:37 PM
BNC certificate of mailing. Related [+] No. of Notices: 1. Notice Date 09/27/2017. (Admin.)
Related: [-] 3 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.
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)
Related: [-]
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)
Related: [-]
Att: 1 Proposed Order
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)
Related: [-]
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 Related [+]. (U.S. Treasury)
Related: [-] Doc#1