Timeline

Aug. 30, 2018
First of Lawrence Weiner’s three Oppenheimer accounts opened under a fiduciary wealth-management arrangement at 1.25%.
Document: Vol. 2 / Retroactive Fee page

Jan. 1, 2021
Start of the fee quarter later re-charged at 1.95%.
Document: Ex. 2

Jan. 5, 2021
Typed date on Oppenheimer’s one-sentence fee letter.
Document: Ex. 13

Jan. 12, 2021
Date Lawrence Weiner wrote on the letter.
Document: Ex. 13

Jan. 13, 2021
Q1 2021 fee charged at the old 1.25% rate.
Document: Ex. 2

Jan. 20, 2021
Oppenheimer signature-verification stamp on the letter.
Document: Ex. 13

Jan. 22, 2021
Q1 fee credited back and re-charged for the full quarter at 1.95%.
Document: Ex. 2

Feb. 2, 2021
Date of the one-minute video later excluded at the hearing.
Document: 5/7/25 Tr. 70:1–7

Dec. 21, 2023
Lawrence Weiner dies.

Jan. 2024
Advisor removed; announces in the family home that Lawrence Weiner had given him a bonus.
Document: 5/7/25 Tr. 22:12–15

Apr. 12, 2024
Formal complaint to Oppenheimer, with medical documentation.
Document: Vol. 2

Apr. 18, 2024
The Patrick Wade email.
Document: Ex. 2

Apr. 19, 2024
Oppenheimer closes the complaint.
Document: Vol. 2

Oct. 22, 2024
FINRA Statement of Claim filed (Case No. 24-02286).
Document: Ex. 3 at 1

Dec. 18–23, 2024
Oppenheimer’s Answer and Amended Answer: “mid-2022.”
Document: Ex. 18; Ex. 8

Feb. 21, 2025
Oppenheimer opposes the written medical report.
Document: Ex. 16

Feb. 26–27, 2025
Production conditioned on a confidentiality agreement.
Document: Ex. 15-A

Mar. 3, 2025
Family moves for sanctions and discovery oversight.
Document: Ex. 15-A

Mar. 14, 2025
Pre-hearing order: 30 MB files; confidentiality demand denied.
Document: Ex. 5

Mar. 26, 2025
Order on Jordan Tepper Weiner’s claimant status.
Document: Ex. 17-A

Apr. 2, 2025
Motion to compel: “log files not financial statements.”
Document: Ex. 6

Apr. 10, 2025
“Never agreed to produce such documents in excel.” Motion denied; issue reserved for hearing. Reinstatement denied.
Document: Ex. 15-C; Ex. 4; Ex. 3

Apr. 21, 2025
“Alienated the Chairman” email.
Document: Ex. 10

Apr. 28, 2025
Pre-hearing conference. “It is total lunacy.”
Document: Ex. 7

May 7, 2025
Evidentiary hearing; live medical testimony.
Document: Ex. 1

May 23, 2025
Award: “denied in their entirety.”
Document: Ex. 3

Aug. 20, 2025
Petition to vacate filed, N.D. Illinois, No. 1:25-cv-09985.

Sept. 2026
Estate’s reply brief filed.
Document: Reply excerpt

Sept. 29, 2026
Court confirms the award.

Oct. 2026
Family declines to appeal and publishes the record.
Document: Why the family is not appealing