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20715 N Pima Road Suite 108, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED_RES | 2022-04-26 |
| AZ | RA | APPROVED | 2022-03-02 |
Branch Locations
20715 N Pima Road Suite 108, Scottsdale, AZ 85255 • United States
Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-07-19 |
Branch Locations
Cave Creek, AZ • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Washington | DC | 07/2016 | 03/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2017 | 02/2022 |
| Teluvo Llc | Cave Creek | AZ | 11/2011 | Present |
| Suttle Crossland Wealth Advisors, Llc | Scottsdale | AZ | 11/2021 | Present |
| Origin Investment Advisory Llc | Boston | MA | 04/2022 | Present |
| Simply Paraplanner Llc | Tampa | FL | 11/2023 | 12/2025 |
| Scottsdale Community College | Scottsdale | AZ | 08/2024 | Present |
NAME OF BUSINESS: Teluvo, LLC NON-INVESTMENT RELATED ADDRESS: 30428 N 42nd Place, Cave Creek, AZ 85331 NATURE OF BUSINESS: Rental Properties/Web Development-Hosting/e-Commerce POSITION: Owner START DATE: 11/2011 APPROXIMATE HOURS PER MONTH: 1 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: Rental Property/Web Development-Hosting/e-Commerce Suttle Crossland Wealth Advisors, LLC / Investment Related / Scottsdale, AZ / Registered Investment Advisor / Managing Member and CCO / Nov 2021 / 150 Hours per month / 100% During trading hours. the name of the other business; Scottsdale Community College whether the business is investment-related; Not Investment Related the address of the other business; 9000 E Chapparral Rd Scottsdale AZ 85256 the nature of the other business; Education title, or relationship with the other business; your position; Adjunct Faculty the start date of your relationship; 08/2024 the approximate number of hours/month you devote to the other business; 40 hours or less a month the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Adjunct Facutly - contractual, educational
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-15 |
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