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2013-11-10_GENERAL DOCUMENTS - C1981014
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2013-11-10_GENERAL DOCUMENTS - C1981014
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Last modified
8/24/2016 5:37:11 PM
Creation date
11/12/2013 9:43:14 AM
Metadata
Fields
Template:
DRMS Permit Index
Permit No
C1981014
IBM Index Class Name
General Documents
Doc Date
11/10/2013
Doc Name
Morgan Stanley Demand Letter
From
Peter Coulter
To
DRMS
Permit Index Doc Type
General Correspondence
Email Name
DAB
DIH
JHB
RDZ
Media Type
D
Archive
No
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Morgan Stanley (Smith Barney) <br />1585 Broadway, New York, New York 10036 United States <br />Registered agent for Morgan Stanley in Colorado: <br />The Corporation Company <br />1675 Broadway Suite 1200, Denver, Colorado 80202 <br />United States Security and Exchange Commission <br />801 Cherry Street #19 <br />Fort Worth, Texas, 76102 <br />RE: Demand for return of investment funds of Irene Coulter <br />(deceased) and investigation of Paula Coulter, Ted Coulter, <br />JoAnne Goddard, Esq. and John Berman, Esq. <br />November 10, 2013. <br />To whom it may concern: <br />My name is Peter Coulter and I am one of three living heirs <br />to the Irene Coulter Estate. Mrs. Coulter passed away on January <br />6, 2013. I am the only living primary heir that was /is not <br />involved in the criminal acts noted below. <br />The attached document describes in detail the actions of <br />Ted and Paula Coulter, and their attorneys JoAnna Goddard and <br />John Berman, in relation to Morgan Stanley (Smith Barney). <br />Mrs. Coulter was a loyal customer of Smith Barney /Morgan <br />Stanley for over 20 years. Morgan Stanley (Smith Barney) was /is <br />negligent in their Fiduciary responsibilities to keep Irene <br />Coulter, and Sheryl Powers accounts from being exploited, <br />decimated and stolen by the parties noted herein. <br />This letter is meant to demand a forthwith complete <br />restoration and accounting of funds ever deposited into the <br />accounts of Irene Coulter (deceased) and the joint account of <br />Irene Coulter and Sheryl (Powers) Coulter (deceased) in full. <br />
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