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Ashley Langan

D.A. Davidson & Co.

Fort Worth, TX

Omaha, NE

CRD 7683987

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Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-10
NE RA APPROVED 2023-05-12
  • TX RA
    APPROVED
    Since 2023-07-10
  • NE RA
    APPROVED
    Since 2023-05-12

Branch Locations

Fort Worth, TX • United States

450 Regency Parkway Suite 400, Omaha, NE 68114 • 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
D.A. Davidson & Co. Fort Worth TX 01/2023 Present
Mynurse Home Care, Inc. Pearland TX 09/2019 12/2022
Fayez Sarofim & Co. Houston TX 12/2013 08/2019
  • 01/2023 → Present
    D.A. Davidson & Co.
    Fort Worth, TX
  • 09/2019 → 12/2022
    Mynurse Home Care, Inc.
    Pearland, TX
  • 12/2013 → 08/2019
    Fayez Sarofim & Co.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-11
  • S66 Uniform Combined State Law Examination
    2023-05-11
Other Names
  • Ashley Foret

View on SEC IAPD

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