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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-09 |
| WA | RA | APPROVED | 2023-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Bend | OR | 05/2020 | 11/2022 |
| Capstone Cpas | Bend | OR | 09/2019 | 05/2020 |
| Squar Milner Llp | Encino | CA | 07/2014 | 08/2019 |
| Lankston Advisory Group Llc (Self Employment) | Bend | OR | 01/2020 | Present |
| Ameriprise Financial Services, Llc | Renton | WA | 11/2023 | Present |
Business Ownership; Sir Otis of Missouri 1 LLC; Co-owner; Real Estate; 10517 E 25th Ter S, , Independence, MO, 64052; Not Investment-Related; 12/27/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Sir Otis of TN LLC; Co-owner; Real Estate; 698 NW York Dr., , Bend, OR, 97703; Not Investment-Related; 02/23/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Sir Otis of Ohio LLC; Co-owner; Real Estate; PO Box 352, , Franklin, OH, 45005; Not Investment-Related; 12/08/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Sandcapstone LLC; Co-owner; Real Estate; 698 NW York Dr, , BEND, OR, 97703; Not Investment-Related; 04/20/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Prinecapstone; Co-owner; Real Estate; 698 NW York Dr, , BEND, OR, 97703; Not Investment-Related; 04/25/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Lankston Advisory Group Inc; Owner; Tax Preparation; 698 NW York Dr, , Bend, OR, 97703; Not Investment-Related; 11/03/2021; 60 hours per month; 60 during trading hours / Whispering Waters Cabin LLC; Co-owner; Real Estate; 52002 Old Wickiup Road, , La Pine, OR, 97739; Not Investment-Related; 08/26/2025; 10 to 19 hours per month; 1 to 9 during trading hours / Pine & Dandy LLC; Co-owner; Real Estate; 1335 NW 12th St, , Bend, OR, 97703; Not Investment-Related; 11/13/2025; 10 to 19 hours per month; 1 to 9 during trading hours / CapHC; Co-owner; Real Estate; 345 SE 3rd St, , Bend, OR, 97702; Not Investment-Related; 06/06/2024; 0 hours per month; 0 during trading hours. Board of Directors; Camden Park; Treasurer; 61135 Bonny Brg, , Bend, OR, 97702; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
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