James Daniel Lang

Current Employers

Employment History

• 05/2002 → 06/2020
  Lpl Financial, Llc
  Westlake Village, CA
• 07/2020 → Present
  Lang Wealth Management, Llc
  Westlake Village, CA
• 07/2020 → 02/2021
  Ball & Company
  Thousand Oaks, CA
• 10/2020 → Present
  Independent Financial Group
  Westlake Village, CA
• 01/1987 → Present
  J.D. Lang & Associates
  Westlake Village, CA

Previous Registrations

• 2020-08-25 → 2021-02-15
  Ball & Company
  Brentwood, TN
• 2020-07-07 → 2020-12-31
  Lang Wealth Management, Llc
  Westlake Village, CA
• 2002-05-07 → 2020-07-27
  Lpl Financial Llc
  Westlake Village, CA

Other Businesses

(1) J.D. LANG & ASSOCIATES, INC. POSITION: Owner NATURE: Attorney, Legal Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1987 ADDRESS: 5743 Corsa Ave, Ste. 213, Westlake Village CA 91362, United States DESCRIPTION: Legal practice focusing on estate and tax planning, tax preparation, and bookkeeping. (2) J. DAN LANG & JO DEE LANG POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 2742 W. Panamint Court, Westlake Village CA 91362, United States DESCRIPTION: Owner of rental property (3) LEARNED PRESTON FOUNDATION POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 ADDRESS: 5743 Corsa Ave, Ste. 213, Westlake Village CA 91362, United States DESCRIPTION: Through J.D. Lang & Associates, handle legal, accounting, tax, and administration for the foundation. (4) LANG WEALTH MANAGEMENT, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 5743 Corsa Ave, Ste. 213, Westlake Village CA 91362, United States DESCRIPTION: 100% owner of DBA used for marketing purposes (5) OFFICE RENTAL POSITION: Owner/Landlord NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 5743 Corsa Ave, Ste. 213, Westlake Village CA 91362, United States DESCRIPTION: Office rental to one independent attorney (6) LANG WEALTH MANAGEMENT, INC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 5743 Corsa Ave, Ste. 213, Westlake Village CA 91362, United States DESCRIPTION: 100% owner of DBA used for marketing purposes

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-27
• S63 Uniform Securities Agent State Law Examination
  1997-11-05

Other Names

• James D Lang
• J. Dan Lang