Daniel Scott Lancaster

Current Employers

Employment History

• 08/2014 → 06/2021
  Ameriprise Financial Services, Inc.
  Bentonville, AR
• 06/2021 → 05/2024
  Fisher Investments
  Plano, TX
• 05/2024 → 08/2024
  Extended Travel
  Matera
• 08/2024 → Present
  Lancity Enterprises, Llc D/B/A The Wealth Expedition
  Little Elm, TX
• 04/2026 → Present
  Advisors Capital Management, Llc
  Ridgewood, NJ

Previous Registrations

• 2021-07-06 → 2024-05-28
  Fisher Investments
  Plano, TX
  Plano, TX
• 2014-08-29 → 2021-06-15
  Ameriprise Financial Services, Llc
  Bentonville, AR

Other Businesses

1. Lancity Enterprises, LLC d/b/a The Wealth Expedition; Not investment related; 904 Kinghaven Dr, Little Elm, TX, 75068; Financial education platform; Founder and CEO; 08/2024; 10-15 hrs/month; 0 hrs during security hours; Writing educational articles, maintaining website, producing occasional newsletter and creating occasional educational videos.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-04

Designations