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MacQuarie Holdings

Appellate Division of the Supreme Court of New York, First Department
Mar 17, 2011
82 A.D.3d 566 (N.Y. App. Div. 2011)

Opinion

No. 4542N.

March 17, 2011.

Order, Supreme Court, New York County (Marcy S. Friedman, J.), entered December 3, 2009, which granted the petition to stay arbitration before the Financial Industry Regulatory Authority (FINRA), unanimously reversed, on the law, without costs, the petition denied, and the proceeding dismissed.

Liddle Robinson, LLP, New York (James A. Batson of counsel), for appellant.

Jackson Lewis LLP, White Plains (Ian H. Hlawati of counsel), for respondent.

Before: Andrias, J.P., Saxe, Friedman, Moskowitz and Richter, JJ.


When respondent became an employee of petitioner, he signed a Uniform Application for Securities Industry Registration or Transfer form (Form U-4), in which he agreed to arbitrate any disputes arising with petitioner under the rules of FINRA. He subsequently executed a letter agreement (agreement), which requires arbitration of all claims arising from the employment relationship with petitioner under the Employment Dispute Resolution Rules of the American Arbitration Association, except for, in pertinent part, "a claim that would otherwise be covered under a U4 agreement."

Since respondent's claims in this wrongful termination action are covered under the Form U-4, they fall within the "carve out" provision of the agreement and therefore are not subject to petitioner's mandatory arbitration procedures ( see Credit Suisse First Boston Corp. v Pitofsky, 4 NY3d 149). The agreement does not unambiguously supplant the Form U-4, and any ambiguity in the agreement must be construed against petitioner as the drafter thereof ( see generally Yudell v Israel Assoc., 248 AD2d 189, 189-190).


Summaries of

MacQuarie Holdings

Appellate Division of the Supreme Court of New York, First Department
Mar 17, 2011
82 A.D.3d 566 (N.Y. App. Div. 2011)
Case details for

MacQuarie Holdings

Case Details

Full title:MACQUARIE HOLDINGS (USA) INC., Respondent, v. ROBERT SONG, Appellant

Court:Appellate Division of the Supreme Court of New York, First Department

Date published: Mar 17, 2011

Citations

82 A.D.3d 566 (N.Y. App. Div. 2011)
2011 N.Y. Slip Op. 1958
918 N.Y.S.2d 714

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