Crosby David Tague

955,800 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-04-07

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Tiaa-Cref Individual & Institutional Services, Llc	Denver	CO	09/2015	03/2019
Charles Schwab And Co., Inc.	Lone Tree	CO	07/2020	Present
Armstrong Steel Buildings	Englewood	CO	06/2019	07/2019
Pin Business Network	Greenwood Village	CO	08/2019	03/2020
Unemployed	Englewood	CO	03/2020	06/2020

09/2015 → 03/2019

Tiaa-Cref Individual & Institutional Services, Llc

Denver, CO
07/2020 → Present

Charles Schwab And Co., Inc.

Lone Tree, CO
06/2019 → 07/2019

Armstrong Steel Buildings

Englewood, CO
08/2019 → 03/2020

Pin Business Network

Greenwood Village, CO
03/2020 → 06/2020

Unemployed

Englewood, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-04
S63	Uniform Securities Agent State Law Examination	2015-10-23