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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-24 |
Branch Locations
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
N Dinwiddie, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Research, Inc. | Richmond | VA | 01/1995 | 06/2025 |
| Herold & Lantern Investments, Inc. | Melville | NY | 06/2025 | Present |
| Lantern Wealth Advisors, Llc | Melville | NY | 06/2025 | Present |
THE SUJOY BANERJEE TRUST, TRUST ACCOUNT, TRUSTEE, JULY 2008, 10 HOURS, 0 HOURS, PREPARING SOURCE DOCUMENTS FOR TAXES, BILL PAYING FOR BENEFICIARY OF TRUSTEE JRM Rentals Chesterfield Ave, no, 26980 Britt Lane, North Dinwiddie, VA 23805, rental real estate, owner, 01/01/2013, 3 hours, 0 hours, Manage personal rental property JRM Rentals Bishop St, no, 26980 Britt Lane, North Dinwiddie, VA 23805, rental real estate, owner, 01/01/2013, 3 hours, 0 hours, Manage personal rental property JRM Rentals Hill House, no, 26980 Britt Lane, North Dinwiddie, VA 23805, rental real estate, owner, 01/01/2013, 3 hours, 0 hours, Manage personal rental property JRM Rentals Buckner St, no, 26980 Britt Lane, North Dinwiddie, VA 23805, rental real estate, owner, 01/01/2013, 3 hours, 0 hours, Manage personal rental property JRM Rentals Gordon Dr, no, 26980 Britt Lane, North Dinwiddie, VA 23805, rental real estate, owner, 01/01/2013, 3 hours, 0 hours, Manage personal rental property JRM Rentals Powhatan, no, 26980 Britt Lane, North Dinwiddie, VA 23805, rental real estate, owner, 01/01/2013, 3 hours, 0 hours, Manage personal rental property JRM Rentals Hopkins LLC, no, 26980 Britt Lane, North Dinwiddie, VA 23805, rental real estate, owner, 01/01/2013, 3 hours, 0 hours, Manage personal rental property Lantern Wealth Advisors, LLC -as of 06/2025 - investment related - registered investment advisor representative supervised from 35 Pinelawn Rd Melville NY 11747. Approximately 10 hours per month all of which are during securities trading hours. Assisting advisory clients with their portfolios.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-06 |
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