David Suchland has been an investment adviser representative at WealthBridge Capital Management since July 2024, and is not listed among the firm’s executive officers or direct owners.
Wealthbridge Capital Management, LLC is a Westerville, OH firm with $710M under management, 457 clients and 4 advisers across 2 offices, as of its August 2026 filing.
David Suchland’s longest registration was 11 years at The Joseph Group Capital Management (2013–2024). Before joining WealthBridge Capital Management in 2024, David Suchland was registered through The Joseph Group Capital Management and Sunset Financial Services, Inc.
- – present · 2 yearsWesterville, OH · Adviser representative · Firm CRD 298254
- The Joseph Group Capital Management– · 11 yearsColumbus, OH · Adviser representative · Firm CRD 165311
- Sunset Financial Services, Inc.– · 1 yearOstrander, OH · Adviser representative · Firm CRD 3538
- Manning & Napier Advisory Advantage Corporation– · 4 yearsDublin, OH · Adviser representative · Firm CRD 106652
- JPMorgan Asset Management– · 1 yearColumbus, OH · Adviser representative · Firm CRD 107247
Investment adviser representative registrations
David Suchland is registered as an investment adviser representative in Ohio, since July 2024.
- OhioSince 18 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 25 June 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 January 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 April 1997 |
| Series 7 | General Securities Representative Examination | 5 June 1996 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Michael Suchland
- CRD
- 2739873
- Firm
- WealthBridge Capital Management · CRD 298254
- Office
- 550 POLARIS PARKWAY, SUITE 560, Westerville, OH 43082
- Registration
- Investment adviser registration
- In the industry since
- January 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does David Suchland work?
David Suchland is an investment adviser representative registered through Wealthbridge Capital Management, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is David Suchland a financial advisor?
Yes. David Suchland has a current investment-adviser registration in Ohio, through WealthBridge Capital Management since July 2024.
How many years of experience does David Suchland have?
David Suchland has 20 years in the financial industry, since January 2006, across 5 adviser firms.
What exams has David Suchland passed?
David Suchland has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in June 1996.
Where did David Suchland work before WealthBridge Capital Management?
Before WealthBridge Capital Management, David Suchland was registered through The Joseph Group Capital Management, January 2013 to July 2024; Sunset Financial Services, Inc., January 2011 to May 2012; Manning & Napier Advisory Advantage Corporation, September 2005 to January 2010; JPMorgan Asset Management, May 2004 to September 2005.
Where is David Suchland based?
David Suchland’s registered office is in Westerville, OH.
Is David Suchland registered with FINRA?
No. David Suchland has no current broker registration.
How can I verify David Suchland’s record?
Search CRD 2739873 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Suchland’s full registration record.
