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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
2200 South Utica Place Suite 500, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Tulsa | OK | 04/2007 | Present |
| Morgan Stanley | Tulsa | OK | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. THOUSAND ISLAND LIMITED- FAMILY PRTNRSHP. CONSISTS MOSTLY OF REAL ESTATE, QUICK TRIP (PRIVATELY-HELD, RENTAL PROPY. PRTNRSHP HAS BEEN LIQUIDATED SINCE MOTHER DECEASED. STEPHEN R. DUENNER, PRES: P.O. BOX 701500, TULSA, OK 74170 2. FORE CAPITAL LIMITED-FORMERLY FORE DUENNER PARTNERSHIP. MOST ASSETS REAL ESTATE, QUICK TRIP (PRIVATLEY-HELD), RENTAL PROPERTY. PASSIVE INVESTOR. MANAGE CASH THAT PARTNERSHIP HAS ON HAND. STEPHEN R. DUENNER, PRESIDENT: P.O. BOX 701500, TULSA, OK 74170 PART OWNER: FORE DUENNER PARTNERSHIP, PART OWNER: ROCK SPRING LIMITED 3. TO SERVE AS A CUSTODIAN/MNGR OF RHM INVESTMENT LLC. 4. OK FORGE INC./PO BOX 701500, TULSA, OK 74170/STEEL MANUFACTURING/PARTNER & SECRETARY/2000/2 HRS/WK DURING TRD HRS/3 HRS/WK OUTSIDE TRD HRS/ADVISE OF FINANCIAL ISSUES 5. PARTNER; STEPHEN INVESTMENT COMPANY; STEEL MANUFACTURING; 12/1999; AFTER BUSINESS HOURS: - DURING BUSINESS HOURS: 2 6.ROCKSPIRNG LIMITED,OWNER;INVESTMENT RELATED;START DATE:01/1995;DURING BUSINESS HOURS-1;AFTER BUSINESS HOURS-0;TULSA OK 7.FORGE DUENNER LLC; INVESTMENT RELATED; TULSA/OK; HOLDING COMPANY; TITLE: PARTNER; START DATE: 1/2006; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-23 |
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