Best Investors Account Sign in
Current Employers
Lantern Wealth Advisors, Llc

35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-03-05
  • CA RA
    APPROVED
    Since 2015-03-05

Branch Locations

35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lantern Investments, Inc. Melville NY 10/1993 Present
  • 10/1993 → Present
    Lantern Investments, Inc.
    Melville, NY
Other Businesses

AS OF 03/05/2015 LANTERN WEALTH ADVISORS, LLC AS A REGISTERED INVESTMENT ADVISOR REPRESENTATIVE. APPROXIMATELY 2 HOURS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-03-12
  • S63 Uniform Securities Agent State Law Examination
    1984-03-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Melville, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor