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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
111 Pine Street Suite 1215, San Francisco, CA 94111 • United States
35 Pinelawn Road Suite 101E, Melville, NY 11747 • 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 |
|---|---|---|---|---|
| Lantern Investments, Inc | San Francisco | CA | 01/2009 | Present |
| Lantern Wealth Advisors Llc | Melville | NY | 05/2010 | Present |
LANTERN ADVISERS LLC. INVESTMENT RELATED. ADVISOR REPRESENTATIVE SINCE 05/2010. SALES. LESS THAN 1 HOUR/MONTH DEVOTED TO THE BUSINESS WHICH MAY BE DURING SECURITIES TRADING HOURS. HEADQUARTERS LOCATED AT 35 PINELAWN ROAD MELVILLE, NY 11747
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-06 |
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