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William J Freudenrich

Morgan Stanley

Tulsa, OK

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-26
OK RA APPROVED 2024-04-19
  • TX RA
    APPROVED
    Since 2024-04-26
  • OK RA
    APPROVED
    Since 2024-04-19

Branch Locations

2200 South Utica Place Suite 500, Tulsa, OK 74114 • 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
OrganizationCityStateFromTo
Pricewaterhousecoopers Chicago IL 07/2015 10/2018
Williams Companies Tulsa OK 11/2018 10/2021
Capital Advisors, Inc. Tulsa OK 11/2021 04/2024
Morgan Stanley Smith Barney Llc Tulsa OK 04/2024 Present
Morgan Stanley Private Bank, N.A New York NY 07/2024 Present
  • 07/2015 → 10/2018
    Pricewaterhousecoopers
    Chicago, IL
  • 11/2018 → 10/2021
    Williams Companies
    Tulsa, OK
  • 11/2021 → 04/2024
    Capital Advisors, Inc.
    Tulsa, OK
  • 04/2024 → Present
    Morgan Stanley Smith Barney Llc
    Tulsa, OK
  • 07/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-28
S65 Uniform Investment Adviser Law Examination 2022-03-31
  • S63 Uniform Securities Agent State Law Examination
    2023-12-28
  • S65 Uniform Investment Adviser Law Examination
    2022-03-31
Designations
Other Names
  • Jake Freudenrich
  • William Jacob Freudenrich

View on SEC IAPD

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KQ WEALTH MANAGEMENT LLC

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OANH STANGER
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ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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