Courtney Jo Dunn

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2011-04-01
MI	RA	APPROVED	2010-12-03

TX RA
APPROVED

Since 2011-04-01
MI RA
APPROVED

Since 2010-12-03

Branch Locations

277 South Rose Suite 3100, Kalamazoo, MI 49007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Citigroup Global Markets Inc.	Kalamazoo	MI	07/2004	Present
Morgan Stanley Smith Barney	Kalamazoo	MI	06/2009	Present
Morgan Stanley Private Bank, N.A	New York	NY	02/2023	Present

07/2004 → Present

Citigroup Global Markets Inc.

Kalamazoo, MI
06/2009 → Present

Morgan Stanley Smith Barney

Kalamazoo, MI
02/2023 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Other Businesses

*689056- Rental Property; Investment related: No; Kalamazoo, Michigan; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 1; Rental Owner

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-12-02
S63	Uniform Securities Agent State Law Examination	2008-03-24

S66 Uniform Combined State Law Examination

2010-12-02
S63 Uniform Securities Agent State Law Examination

2008-03-24

Other Names

Courtney Jo Gambee
Courtney Jo Green
Courtney Jo Gambee
Courtney Jo Gambee

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

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Exams

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