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711 3Rd Avenue Suite 1802, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-09 |
| NY | RA | APPROVED | 2025-06-25 |
Branch Locations
711 3Rd Avenue Suite 1802, New York, NY 10017 • United States
35 Pinelawn Rd Suite 101E, Melville, NY 11747 • United States
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-10 |
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 |
|---|---|---|---|---|
| Student | Dix Hills | NY | 09/2012 | 08/2022 |
| Herold & Lantern Investments, Inc. | Melville | NY | 09/2022 | Present |
| Lantern Wealth Advisors, Llc | Melville | NY | 02/2023 | Present |
| Herold Advisors, Inc. | New York | NY | 06/2025 | Present |
Lantern Wealth Advisors, LLC - investment related located at 35 Pinelawn Rd Suite 101E Melville NY 11747. As of 02/2023 Acting as a registered investment advisor representative offering wealth management solutions to investors, Approximately 60 hours/month are devoted to the wealth management business, most of which are during securities trading hours. Herold Advisors, Inc - investment related located at 35 Pinelawn Rd Suite 101E Melville NY 11747. As of 06/2025. Registered investment advisor representative offering wealth management solutions to investors, Approximately 60 hours/month are devoted to the wealth management business, most of which are during securities trading hours. Lantern Insurance Brokerage, Inc. - investment related and non-invested related. Located at 35 Pinelawn Rd Suite 101E Melville, NY 11747. Insurance agent offering predominantly life insurance and/or variable life/variable annuities as of 03/2026. Approximately 5 hours/month most of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
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