Otis R. Cutright

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CRD#: 59585

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Otis Ray Cutright was a registered financial professional .

Otis is a previously registered financial professional and started their career in finance in 1968. Otis had worked at 6 firms and has passed the Series 63, Series 1 and Series 00 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 1, 1999 - December 31, 2004

INVESTMENT RESEARCH CORP

RIA

CRD#: 108208

DENVER, CO

Past

December 8, 1980 - May 9, 1989

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

September 10, 1980 - December 31, 2012

WORLD CAPITAL BROKERAGE, INC.

CRD#: 37

DENVER, CO

Past

February 28, 1974 - December 18, 1985

THE COLUMBIAN SECURITIES CORPORATION

CRD#: 169

Past

June 1, 1973 - March 8, 1974

HERITAGE DIVERSIFIED, INC.

CRD#: 6462

Past

September 25, 1968 - May 2, 1973

OPPENHEIMER ASSET MANAGEMENT CORPORATION

CRD#: 386

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVESTMENT RESEARCH CORP

INVESTMENT RESEARCH CORP | WORLD CAPITAL BROKERAGE ADVISORY SERVICES

CRD#: 108208 / SEC#: 801-8599

RIA

Registered Investment Advisory firm - (4/26/1972 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/1/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 9/18/1968

Registered Representative Examination

Principal/Supervisory Exam

Series 00

Date: 5/25/1973

General Securities Principal Examination

Current Firm

INVESTMENT RESEARCH CORP

INVESTMENT RESEARCH CORP | WORLD CAPITAL BROKERAGE ADVISORY SERVICES

CRD#: 108208 / SEC#: 801-8599

RIA

Registered Investment Advisory firm - (4/26/1972 Approved)

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Contact information

Main Address

1636 North Logan Street, Denver, CO 80203

Mailing Address

Phone number

(303) 626-0634

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IRC BROCHURE (3/6/2025)

IRC WRAP BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts	177
AUM (Assets Under Management)	$ 63,421,004

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Otis R. Cutright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HIMCO DISTRIBUTION SERVICES COMPANY

WORLD CAPITAL BROKERAGE, INC.

THE COLUMBIAN SECURITIES CORPORATION

HERITAGE DIVERSIFIED, INC.

OPPENHEIMER ASSET MANAGEMENT CORPORATION

Primary Firm SEC Registration

INVESTMENT RESEARCH CORP

State Registrations and Notice Filings

Exams

Series 63

Date: 7/1/1991

Series 1

Date: 9/18/1968

Series 00

Date: 5/25/1973

Current Firm

INVESTMENT RESEARCH CORP

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESTMENT RESEARCH CORP

TRUST BUT VERIFY

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