Curtis James Crossland

Current Employers

Employment History

• 08/2016 → 02/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2021 → Present
  Suttle Crossland Wealth Advisors, Llc
  Scottsdale, AZ
• 07/2022 → Present
  Origin Investment Advisory, Llc
  Boston, MA

Previous Registrations

• 2022-07-19 → 2026-01-08
  Origin Investment Advisory Llc
  Phoenix, AZ
  Sarasota, FL
• 2016-08-23 → 2022-03-09
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2013-04-03 → 2016-07-13
  Usaa Financial Planning Services
  Phoenix, AZ
• 2012-09-12 → 2013-04-05
  Usaa Investment Services Company
  Phoenix, AZ

Other Businesses

SUTTLE CROSSLAND WEALTH ADVISORS, LLC / INVESTMENT RELATED / SCOTTSDALE AZ / REGISTERED INVESTMENT ADVISOR / MANAGING MEMBER / NOV 2021 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS. the name of the other business; Origin Investment Advisory, LLC whether the business is investment-related; Yes the address of the other business; 68 Harrison Avenue Ste 605 PMB 50966 Boston, MA 02115-1929 the nature of the other business; Investment Advisory Firm your position, title, or relationship with the other business; Financial Planner the start date of your relationship; 07/19/2022 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 5 and briefly describe your duties relating to the other business; Financial Planner

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-23
• S63 Uniform Securities Agent State Law Examination
  2011-10-20

Designations