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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-23 |
Branch Locations
711 Third Ave Suite 1802, New York, NY 10017 • United States
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Douglas & Co. Municipals, Inc. | New York | NY | 05/1988 | 09/2017 |
| Douglas & Co. Municipals, Inc. | New York | NY | 09/2017 | Present |
| Lantern Investments, Inc | Melville | NY | 09/2017 | Present |
| Lantern Wealth Advisors, Llc | Melville | NY | 09/2017 | Present |
As of 09/29/2017 Lantern Wealth Advisors, LLC. Investment Related. Headquarters located at 35 Pinelawn Road Melville, NY 11747. Acting as a registered investment advisor representative. 10 hours/month most of which are during securities trading hours. Duties involve managing client assets for a fee. As of 09/29/2017 Managing member of BRH50, LLC located at 340 E 72nd St NY, NY 10021. Not investment related. This entity acts as a conduit for managing the branch office as a non-securities related business. Approximately 15 hours/month most of which will not be during securities trading hours. Municipal Bond Club of New York, non-investment related, nonprofit club (association. Treasurer since December 2016. Volunteer 6-8 hours/month about 2 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-07 |
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