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711 3Rd Avenue Suite 1802, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-09 |
| NY | RA | APPROVED | 2022-07-15 |
Branch Locations
711 3Rd Avenue Suite 1802, New York, NY 10017 • United States
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-02 |
Branch Locations
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
711 Third Avenue Suite 1802, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernard Herold & Co., Inc. | New York | NY | 06/1996 | 11/2020 |
| Herold Advisors, Inc. | New York | NY | 10/1996 | Present |
| Herold & Lantern Investments, Inc. | Melville | NY | 11/2020 | Present |
| Lantern Wealth Advisors, Llc | Melville | NY | 04/2024 | Present |
INVESTMENT RELATED BUSINESS: HEROLD ADVISORS, INC., 805 THIRD AVENUE, NY, NY 10022. INVESTMENT ADVISORS, PORTFOLIO MANAGER SINCE 6/1/1996, 150 HOURS/MONTH (100 OF WHICH ARE DURING SECURITIES TRADING HOURS). Lantern Wealth Advisors, LLC - Investment Related. 35 Pinelawn Road Melville, NY 11747. Registered Investment Advisor Representative/Portfolio Manager as of 04/01/2024. Approximately 20 hours/month all of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-26 |
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