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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| CA | RA | APPROVED | 2024-11-19 |
Branch Locations
5743 Corsa Ave Ste. 213, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah Valley University | Orem | UT | 03/2016 | 10/2020 |
| Jd Lang & Associates | Westlake Village | CA | 10/2020 | Present |
| Lang Wealth Management | Westlake Village | CA | 10/2020 | Present |
| Independent Financial Group, Llc | Westlake Village | CA | 11/2020 | Present |
LANG WEALTH MANAGEMENT INC. POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2020 ADDRESS: 5743 Corsa Ave, Ste. 213, Westlake Village CA 91362, United States DESCRIPTION: All financial planning clients are serviced through this DBA. JD LANG AND ASSOCIATES POSITION: Employee NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 5743 Corsa Ave, Ste. 213, Westlake Village CA 91362, United States DESCRIPTION: This was previously reported. Not sure why it is not on the current list. I prepare approximately 175 individual and entity tax returns for our clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-18 |
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