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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-02-18 |
Branch Locations
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lantern Investments, Inc. | Melville | NY | 11/2015 | Present |
Registered Investment Advisor Representative at Lantern Wealth Advisors, an affiliate of Lantern Investments, Inc. Investment Related. Less than 1 hour/month. Insurance agent with Lantern Insurance Brokerage, Inc, an affiliate of Lantern Investments, Inc. Approximately 10 hours/month most of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-10 |
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