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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| VA | RA | APPROVED | 2022-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith, Inc. | Fredericksburg | VA | 10/2011 | 04/2022 |
| Bank Of America, N.A. | Fredericksburg | VA | 02/2012 | 04/2022 |
| Raymond James Financial Services, Inc | Fredericksburg | VA | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Fredericksburg | VA | 04/2022 | Present |
| Concurrent Advisors | Fredericksburg | VA | 04/2022 | 03/2023 |
(1)Name of Business: Lantern Wealth Management Address: 308 Wolfe St Fl 3, Fredericksburg, VA, 22401-5925, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 04/14/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-20 |
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