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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 | 02/2005 | Present |
| Lantern Wealth Advisors, Llc | Melville | NY | 11/2011 | Present |
LANTERN WEALTH ADVISORS, LLC LOCATED AT 35 PINELAWN ROAD MELVILLE, NY. I AM A REGISTERED INVESTMENT ADVISOR REPRESENTATIVE EMPLOYED SINCE 05/2011. THIS IS INVESTMENT RELATED. I SPEND APPROXIMATELY 25 HOURS/WEEK MOST OF WHICH ARE DURING SECURITIES TRADING HOURS. Lantern Insurance Brokerage, Inc. located at 35 Pinelawn Road Melville NY. Insurance agent as of 06/11/2026 offering various insurance products for life, health and annuities. Some insurance products may be investment related. Approximately 5 hours/month devoted to this business most of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-22 |
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