4812-6590-1975v.1 0113483-000001

Page 1 – NON-PARTY CLIFTONLARSONALLEN WEALTH ADVISORS, LLC’S JOINDER

DAVIS WRIGHT TREMAINE LLP

1300 S.W. Fifth Avenue, Suite 2400

Portland, Oregon 97201-5610

(503) 241-2300 main  (503) 778-5299 fax

Paul C. Southwick, OSB #095141

Email: paulsouthwick@dwt.com

DAVIS WRIGHT TREMAINE LLP

1300 SW Fifth Avenue, Suite 2400

Portland, Oregon 97201

Telephone: (503) 778-5266 

Facsimile: (503) 276-5766

Michael Jaeger (pro hac vice)

Email: michael.jaeger@FaegreBD.com

FAEGRE BAKER DANIELS, LLP

11766 Wilshire Boulevard, Suite 750

Los Angeles, California 90025

Telephone: (310) 500-2090

Facsimile: (310) 500-2091

Attorneys for Non-Party CliftonLarsonAllen Wealth Advisors, LLC

UNITED STATES DISTRICT COURT

DISTRICT OF OREGON

AT PORTLAND

LAWRENCE P. CIUFFITELLI, for himself 

and as Trustee of CIUFFITELLI 

REVOCABLE TRUST; et al., 

Plaintiffs,

v.

DELOITTE & TOUCHE LLP; 

EISNERAMPER LLP; SIDLEY AUSTIN LLP; 

TONKON TORP LLP; TD AMERITRADE, 

INC.; INTEGRITY BANK & TRUST; 

and DUFF & PHELPS, LLC,

Defendants.

Case No. 3:16-cv-00580-AC

NON-PARTY 

CLIFTONLARSONALLEN 

WEALTH ADVISORS, LLC’S 

JOINDER IN PLAINTIFFS’ 

MOTION FOR PROTECTIVE 

ORDER

(DELOITTE SUBPOENAS)

(DKT. NOS. 545, 546)

Oral Argument Requested

Case 3:16-cv-00580-AC Document 558 Filed 05/22/19 Page 1 of 3
4812-6590-1975v.1 0113483-000001

 Page 2 – NON-PARTY CLIFTONLARSONALLEN WEALTH ADVISORS, LLC’S JOINDER

DAVIS WRIGHT TREMAINE LLP

1300 S.W. Fifth Avenue, Suite 2400

Portland, Oregon 97201-5610

(503) 241-2300 main  (503) 778-5299 fax

LR 7-1 CERTIFICATION

Counsel for Non-Party CliftonLarsonAllen Wealth Advisors, LLC (“CLAWA”) 

conferred with counsel for Deloitte & Touche LLP (“Deloitte”) by telephone on May 21, 2019

regarding the basis for the Plaintiffs’ motion and CLAWA’s joinder, but the parties were unable 

to resolve their dispute. 

JOINDER

CLAWA hereby joins Plaintiffs’ Motion for Protective Order filed on May 5, 2019 to the 

extent described below. 

DISCUSSION

Deloitte issued a subpoena for documents to non-party CLAWA, pursuant to which 

CLAWA produced over 6,100 pages of documents. Deloitte has nevertheless continued to 

pursue non-party CLAWA’s compliance with the remainder of Deloitte’s overbroad, irrelevant,

and disproportionate requests, which are the subject of Deloitte’s pending motion to compel. 

Dkt. 506. 

CLAWA supports the arguments and authorities set out in Plaintiffs’ Motion for 

Protective Order to the extent that they seek to deny Deloitte the overbroad discovery requested 

in Request Nos. 6 and 10-13 of Deloitte’s subpoena to CLAWA. Compliance with Deloitte’s 

Case 3:16-cv-00580-AC Document 558 Filed 05/22/19 Page 2 of 3
4812-6590-1975v.1 0113483-000001

 Page 3 – NON-PARTY CLIFTONLARSONALLEN WEALTH ADVISORS, LLC’S JOINDER

DAVIS WRIGHT TREMAINE LLP

1300 S.W. Fifth Avenue, Suite 2400

Portland, Oregon 97201-5610

(503) 241-2300 main  (503) 778-5299 fax

subpoena would unduly burden CLAWA by subjecting it to wasteful third-party discovery 

practices that do not advance the parties’ claims or defenses.

CONCLUSION

To the extent described above, CLAWA joins in the arguments presented in the 

Plaintiffs’ Motion for Protective Order. CLAWA therefore respectfully requests that the Court 

grant the Motion for Protective Order as to the above issues. 

Dated this 22nd day of May, 2019.

DAVIS WRIGHT TREMAINE LLP

By s/ Paul C. Southwick

Paul C. Southwick, OSB #095141

paulsouthwick@dwt.com

Tel: 503-241-2300

Michael Jaeger, Pro Hac Vice

michael.jaeger@FaegreBD.com

FAEGRE BAKER DANIELS LLP

Attorneys for Non-Party CliftonLarsonAllen Wealth 

Advisors, LLC

Case 3:16-cv-00580-AC Document 558 Filed 05/22/19 Page 3 of 3