AdFi
DG

Dustin Gray Suttle

Investment Adviser Representative at Origin Investment Advisory LLC

Cave Creek, AZCRD #4607086Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Dustin Gray Suttle is an investment adviser representative in Cave Creek, AZ, currently registered with Origin Investment Advisory LLC and Suttle Crossland Wealth Advisors, LLC. They have worked in the securities industry since 2005 and have been registered with 8 firms, including Vanguard Advisers, Inc. and HSBC Securities (USA) Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona, California, and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, California, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/15/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/26/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Origin Investment Advisory LLCCurrent
7/19/2022 – Cave Creek, AZ
Suttle Crossland Wealth Advisors, LLCCurrent
3/2/2022 – Scottsdale, AZ
Vanguard Advisers, Inc.
4/20/2017 – 3/9/2022Scottsdale, AZ
HSBC Securities (USA) Inc.
8/5/2016 – 3/17/2017Washington, DC
USAA Financial Planning Services
4/10/2008 – 8/3/2016Bethesda, MD
Wachovia Securities, LLC
8/9/2007 – 2/5/2008Scottsdale, AZ
Wells Fargo Investments, LLC
9/27/2005 – 6/18/2007Phoenix, AZ
Merrill Lynch Pierce Fenner & Smith Inc.
8/19/2003 – 2/9/2004Phoenix, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. HSBC Bank USA, N.A.
    Jul 2016 – Mar 2017Washington, DC
  2. The Vanguard Group, Inc.
    Mar 2017 – Feb 2022Scottsdale, AZ
  3. Teluvo LLC
    Nov 2011 – no end date reportedCave Creek, AZ
  4. Suttle Crossland Wealth Advisors, LLC
    Nov 2021 – no end date reportedScottsdale, AZ
  5. Origin Investment Advisory LLC
    Apr 2022 – no end date reportedBoston, MA
  6. Simply Paraplanner LLC
    Nov 2023 – Dec 2025Tampa, FL
  7. Scottsdale Community College
    Aug 2024 – no end date reportedScottsdale, AZ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Origin Investment Advisory LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Cave Creek, AZ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dustin Gray Suttle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Dustin Gray Suttle (Origin Investment Advisory)