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Loren Thomas Gard

Capstone Wealth Management Group, Inc.

Bend, OR

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Current Employers
Capstone Wealth Management Group, Inc.

404 Sw Columbia Street Suite 230, Bend, OR 97702 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-02-27
TX RA APPROVED 2026-02-27
  • OR RA
    APPROVED
    Since 2026-02-27
  • TX RA
    APPROVED
    Since 2026-02-27

Branch Locations

404 Sw Columbia Street Suite 230, Bend, OR 97702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capstone Wealth Management Group, Llc Bend OR 10/2006 Present
Capstone Wealth Management Group, Inc. Bend OR 02/2026 Present
Capstone Wealth Management Group, Inc. Bend OR 01/2026 04/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-20
S63 Uniform Securities Agent State Law Examination 2000-02-11
  • S66 Uniform Combined State Law Examination
    2001-09-20
  • S63 Uniform Securities Agent State Law Examination
    2000-02-11
Designations

View on SEC IAPD

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JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. · Bend, OR

More in Bend, OR

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