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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-16 |
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 |
|---|---|---|---|---|
| Lantern Investments | Melville | NY | 09/2000 | Present |
| Lantern Wealth Advisors, Llc | Melville | NY | 10/2013 | Present |
EFFECTIVE 10/23/2013 INVESTMENT ADVISOR REP WITH LANTERN WEALTH ADVISORS, LLC. HEADQUARTERS LOCATED AT 35 PINELAWN ROAD MELVILLE, NY. DUTIES WILL BE LIMITED TO ACTING AS AN INVESTMENT ADVISOR. EXPECTED TO SPEND 20 HOURS/MONTH ALL OF WHICH ARE EXPECTED TO BE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-06 |
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