Attorney Licensee Profile
David Kenneth Kagan Sergi #135201
License Status: Active
Address: Sergi and Associates PC., PO Box 887, San Marcos, TX 78667-0887
County: Non-California County
Phone Number: (512) 392-5010
Fax Number: (512) 392-5042
Email: Not Available
Law School: South Texas COL; Houston TX
State Bar Court Cases
The listing below is partial, as the State Bar Court is transitioning to online dockets. Please refer to the License Status, Disciplinary and Administrative History section above for a record of discipline cases. Case dockets and documents may be available using the State Bar Court Search for a Case feature.
Summaries from the California Bar Journal are based on discipline orders but are not the official records. Not all discipline actions have associated CBJ summaries. Copies of official licensee discipline records are available upon request.
May 23, 2004
DAVID SERGI [#135201], 43, of San Marcos, Texas was suspended for two years, stayed, placed on three years of probation with an actual 60 day suspension and was ordered to take the MPRE within one year and prove his rehabilitation. The order took effect May 23, 2004.Sergi, who worked in Texas, was hired to handle a personal injury case for a minor on a contingency fee basis. After he was hired, he received a public reprimand in Texas, but did not report the discipline to the California bar.The court accepted a $30,000 settlement agreement and limited Sergi’s fee to 25 percent. He deposited the settlement check in his Texas client trust account and used the money to pay for attorney fees, a medical bill and miscellaneous expenses incurred in the case. He did not obtain the minor’s father’s consent to put the money in the Texas account.He allowed the balance to fall below the required amount, although he did wire the proper amount to a bank where a blocked account was created for the minor. He did not routinely reconcile his account.He stipulated that he failed to report his Texas discipline to California authorities, did not obtain a client’s written consent prior to depositing funds in a bank outside California, failed to perform legal services competently and did not maintain client funds in a trust account.
On May 31, 2019, the State Bar Court launched online case dockets. If a case was open or filed on or after Feb 7, 2019, documents are being added online as events occur, and can be accessed with the new Search for a Case feature.
To search for a case filed on or after Feb. 7, 2019, please copy the case number displayed above, click the button below, and add the prefix SBC to the case number, e.g. SBC[CASE NUMBER].
Older case records are available on request.
NOTE: Only Published Opinions may be cited or relied on as precedent in State Bar Court proceedings. For further information about a case that is displayed here, please refer to the State Bar Court's online docket (Search for a Case).
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