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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Portland | OR | 06/2001 | Present |
| Md'S Llc | Portland | OR | 05/2011 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Scott Suckling Pc | Portland | OR | 01/2013 | 01/2017 |
| Scott L. Suckling Rideshare | Beaverton | OR | 09/2016 | 12/2016 |
| Door Dash | Keizer | OR | 06/2023 | Present |
| Wealthwave | Alpharetta | GA | 01/2023 | Present |
| Air Bnb Rental | Keizer | OR | 12/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. MD'S LLC/no/7300 SW HUNZIKER ST PORTLAND OR 97223-TRAINING EVENT PLANNING COORDINATOR 5/1/11/2HRS A WEEK/ WE MAKE FINANCIAL DECISIONS AN ANY MATTER THAT HAS TO DO WITH THE OFFCE DOOR DASH POSITION: deliver food NATURE: food delivery via Door Dash App INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 7847 Caleb St, Keizer OR 97303, United States DESCRIPTION: I get in my car whenever I choose and turn on the app and wait for a delivery opportunity. When it comes in I go get the food and deliver it and wait for the next delivery opportunity. That's it. WEALTHWAVE POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2023 ADDRESS: 303 Royal Blvd S, Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand Air BnB Rental Investment related: Yes rental property 12/01/2024 helper husband cleaner 7847 Caleb St NE Keizer OR 97303 I clean after a guest leaves and prepare it for the next guest
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-15 |
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