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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-31 |
Branch Locations
East Hampton, NY • United States
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 |
|---|---|---|---|---|
| Brill Securities, Inc. | New York | NY | 06/1991 | 07/2024 |
| Western International Securities, Inc. | Pasadena | CA | 10/2015 | 07/2024 |
| Dorado Wealth Management Llc | Port Washington | NY | 06/2021 | 07/2024 |
| Lantern Wealth Advisors, Llc | Melville | NY | 07/2024 | Present |
| Herold & Lantern Investments, Inc | Melville | NY | 07/2024 | Present |
1. Brill Securities, Inc.; Non Investment-Related; CFO, operating out of personal residence, As o 07/2024 assisting the corporate entity with bill payments and other corporate administrative duties. Approximately 5 hours per month none of which are during securities trading hours. 2) Sotheby's International Realty; Non Investment-Related; Real Estate Agent. 6 Main Street East Hampton, NY 11937. As of 01/2023. Approximately 40 hours per month of which 20 hours may be during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-15 |
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