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LL

Laura Lang

COURTLANDT SECURITIES
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 2249418
LL

Professional summary

Laura Lang is a registered financial professional currently at COURTLANDT SECURITIES CORPORATION located in Newport Beach, California and WAVEEDGE PARTNERS LLC located in Woodside, California.

Laura is registered as a RR (Registered Representative) and started their career in finance in 1992. Laura has worked at 13 firms and has passed the Series 63, Series 57TO, Series 79TO, Series 99TO, Series 52TO, SIE, Series 55, Series 7, Series 53, Series 27 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Laura Lang's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 16, 2012 - Present

COURTLANDT SECURITIES CORPORATION

Office #1: 895 Dove Street Suite 300, Newport Beach, CA 92660
BD
CRD#: 137356
Newport Beach, CA
Current

March 22, 2016 - Present

WAVEEDGE PARTNERS LLC

Office #1: 5 Ranch Road, Woodside, CA 94062
BD
CRD#: 126182
Woodside, CA
Current

March 23, 2017 - Present

SALIENT CAPITAL L.P.

Office #1: 10000 Memorial Drive Suite 650, Houston, TX 77024Office #2: 10000 Memorial Drive Suite 650, Houston, TX 77024
BD
CRD#: 147912
Houston, TX
Past

October 19, 2018 - March 13, 2019

COLUMBIA CAPITAL SECURITIES, INC.

BD
CRD#: 146838
LOS ANGELES, CA
Past

May 1, 2017 - April 30, 2021

TRITON PACIFIC CAPITAL, LLC

BD
CRD#: 40817
NEWPORT BEACH, CA
Past

April 11, 2012 - June 12, 2014

MOSAIC CAPITAL SECURITIES, LLC

BD
CRD#: 106637
SHERMAN OAKS, CA
Past

January 3, 2012 - August 5, 2024

PACIFIC CURRENT GROUP

BD
CRD#: 156263
TACOMA, WA
Past

September 1, 2011 - June 5, 2023

FORWARD SECURITIES, LLC

BD
CRD#: 150133
HOUSTON, TX
Past

December 3, 2010 - April 9, 2012

RIDEAU LYONS & CO.

BD
CRD#: 17974
LOS ANGELES, CA
Past

September 27, 2010 - January 25, 2012

CYGNI SECURITIES, LLC

BD
CRD#: 42926
COSTA MESA, CA
Past

October 29, 2009 - August 2, 2013

WEST AMERICA SECURITIES CORP

BD
CRD#: 35035
LOS ANGELES, CA
Past

May 27, 1998 - July 1, 1998

INTERNATIONAL BOND AND SHARE, INC.

BD
CRD#: 43196
ST. PETERSBURG, FL
Past

September 3, 1992 - December 22, 2009

VFG SECURITIES, INC.

BD
CRD#: 15121
SANTA MONICA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 11/3/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 4/29/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 9/1/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 4/11/1995
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/16/1994
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/2/1993
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SC
SALIENT CAPITAL L.P.
SALIENT CAPITAL L.P.

CRD#: 147912 / SEC#: , 8-67938

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
10000 Memorial Drive Suite 650, Houston, TX 77024
Mailing Address
10000 Memorial Drive Suite 650, Houston, TX 77024
Phone number
(346) 348-0922
Established
Texas since 04/03/2002
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WESTWOOD HOLDINGS GROUP, INC.LIMITED PARTNERS
LANG, LAURACHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER / FINOP2249418
REID, GREGORY ALLENPRESIDENT2176683
SCHLAG, JAMIE LEECHIEF COMPLIANCE OFFICER6114352
WHG GP HOLDCO, LLCGENERAL PARTNER

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SALIENT CAPITAL L.P.

CRD#: 147912Newport Beach, CA 92660

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