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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Lantern Investments, Inc | Melville | NY | 04/2011 | Present |
| Lantern Wealth Advisors, Llc | Melville | NY | 05/2011 | Present |
I AM AN EMPLOYEE OF LANTERN WEALTH ADVISORS LOCATED AT 35 PINELAWN ROAD MELVILLE, NY. I AM A REGISTERED INVESTMENT ADVISOR REPRESENTATIVE WHICH IS INVESTMENT RELATED. I SPEND APPROXIMATELY 20 HOURS/WEEK ON THIS BUSINESS MOST OF WHICH IS DURING SECURITIES TRADING HOURS. Lantern Insurance Brokerage,non-investment related, as agent approximately 5 hours/month most of which are during securities trading hours. EFFECTIVE 08/15/2013 WORK AT VARIOUS FUNDRAISERS AND PRIVATE PARTIES AND PAID BY EVENT PLANNERS FOR ASSISTING WITH VARIOUS EVENTS. DUTIES ARE VARIED BUT MAY INCLUDE PARTICIPATING AS A DEALER AT CASINO NIGHTS. APPROXIMATELY 20 HOURS/MONTH NONE OF WHICH IS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-01 |
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