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Keith Allen Orcutt

Morgan Stanley

Waukesha, WI

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-07-13
TX RA APPROVED 2019-10-31
  • WI RA
    APPROVED
    Since 2022-07-13
  • TX RA
    APPROVED
    Since 2019-10-31

Branch Locations

20975 Swenson Drive Suite 300, Waukesha, WI 53186 • 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
Mclane Co. Inc. Temple TX 05/2018 08/2018
Baylor University Waco TX 01/2018 05/2019
American Amicable Life Insurance Company Waco TX 01/2017 12/2017
Morgan Stanley Smith Barney Llc Dallas TX 08/2019 11/2019
Baylor University Waco TX 06/2013 12/2016
Morgan Stanley Smith Barney Llc Waukesha WI 11/2019 Present
Morgan Stanley Private Bank, N.A New York NY 02/2020 Present
  • 05/2018 → 08/2018
    Mclane Co. Inc.
    Temple, TX
  • 01/2018 → 05/2019
    Baylor University
    Waco, TX
  • 01/2017 → 12/2017
    American Amicable Life Insurance Company
    Waco, TX
  • 08/2019 → 11/2019
    Morgan Stanley Smith Barney Llc
    Dallas, TX
  • 06/2013 → 12/2016
    Baylor University
    Waco, TX
  • 11/2019 → Present
    Morgan Stanley Smith Barney Llc
    Waukesha, WI
  • 02/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-31
  • S66 Uniform Combined State Law Examination
    2019-10-31

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

BRIAN VICTOR LEHKY
MARK RICHARD MIRSBERGER
MIKHAIL I ALKHAZOV
STEVEN ALLEN JAEGER
NOAMAN A.Q. SHARIEF
JEROME JOSEPH VERANTH
MATTHEW ROBERT SLOWINSKI
DANIEL GLENN SIEVERS

Other Offices

DANA INVESTMENT ADVISORS INC · WAUKESHA, WI
DANA INVESTMENT ADVISORS INC · Waukesha, WI
RAYMOND JAMES & ASSOCIATES, INC. · Waukesha, WI
WELLS FARGO CLEARING SERVICES, LLC · WAUKESHA, WI
WORLD INVESTMENT ADVISORS, LLC · Waukesha, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAUKESHA , WI
OSAIC WEALTH, INC. · WAUKESHA, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Waukesha, WI

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