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711 3Rd Avenue Suite 1802, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-09 |
| NY | RA | APPROVED | 2025-06-25 |
Branch Locations
35 Pinelawn Rd Suite 101E, Melville, NY 11747 • United States
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 | 2025-05-22 |
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 |
|---|---|---|---|---|
| Td Bank | New York | NY | 05/2022 | 04/2025 |
| St. Lawrence University | Canton | NY | 04/2015 | 05/2022 |
| Herold & Lantern Investments | Melville | NY | 04/2025 | Present |
| Lantern Wealth Advisors, Llc. | Melville | NY | 04/2025 | Present |
| Herold Advisors, Inc. | New York | NY | 06/2025 | Present |
Lantern Wealth Advisors, LLC. Investment Related. 35 Pinelawn Road Melville, Ny 11747. Investment Advisory Services. Registered Investment Advisor Representative as of 04/2025. Approximately 100 hours/month is devoted to investment advisory business which is during securities trading hours. Providing wealth management solutions to investors. Herold Advisors, Inc. Investment Related. 35 Pinelawn Road Melville, Ny 11747. Investment Advisory Services. Registered Investment Advisor representative as of 06/2025. Approximately 100 hours/month is devoted to investment advisory business which is during securities trading hours. Providing wealth management solutions to investors. Tre Fratelli Capital, LLC. as of 04/17/2026. Real estate investment related. Business is located at home address. Purpose is to invest in commercial real estate. Perform administrative duties including accounting functions as a managing member. Approximately 5 hours per month, none of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-15 |
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