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Detailed Report
CURTIS JAMES CROSSLAND
CRD#: 5972939
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Investment Adviser
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Previous Broker
ORIGIN INVESTMENT ADVISORY LLCCRD#: 305353 PHOENIX, AZ
Registration History
201220142016201820202022202420262 FIRMS2016 - 2022 (5 years)2 FIRMS2022 - Present (2 years)BUSAA FINANCIAL ADVISORS, INC. (CRD# 129035)2011 - 2016 (4 years)IAUSAA FINANCIAL PLANNING SERVICES (CRD# 106352)2013 - 2016 (3 years)IAUSAA INVESTMENT MANAGEMENT COMPANY (CRD# 5475)2012 - 2013 (<1 year)
License(s)

State Registrations

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Arizona 3/2/2022
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Texas 5/11/2022
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California 1/28/2025
Current Registration(s)
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ORIGIN INVESTMENT ADVISORY LLC (CRD#:305353)
PHOENIX, AZ
Registered with this firm since 7/19/2022
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SUTTLE CROSSLAND WEALTH ADVISORS, LLC (CRD#:318700)
20715 N PIMA ROAD SUITE 108, SCOTTSDALE, AZ 85255
Registered with this firm since 3/2/2022
Previous Registration(s)
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 08/23/2016 - 03/09/2022 VANGUARD ADVISERS, INC. (CRD#:106715) SCOTTSDALE, AZ
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 08/22/2016 - 03/09/2022 VANGUARD MARKETING CORPORATION (CRD#:7452) SCOTTSDALE, AZ
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 04/03/2013 - 07/13/2016 USAA FINANCIAL PLANNING SERVICES (CRD#:106352) PHOENIX, AZ
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 10/04/2011 - 07/13/2016 USAA FINANCIAL ADVISORS, INC. (CRD#:129035) PHOENIX, AZ
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 09/12/2012 - 04/05/2013 USAA INVESTMENT MANAGEMENT COMPANY (CRD#:5475) PHOENIX, AZ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.