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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-20 |
| CA | RA | APPROVED | 2012-02-08 |
Branch Locations
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
3 disclosure categories 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. | Melville | NY | 03/2003 | Present |
| Lantern Wealth Advisors, Llc | Melville | NY | 02/2012 | Present |
EFFECTIVE 05/2012 I AM AN EMPLOYEE/REGISTERED INVESTMENT ADVISOR REPRESENTATIVE WITH LANTERN WEALTH ADVISORS, AN AFFILIATED ENTITY TO LANTERN INVESTMENTS, INC. THIS IS INVESTMENT RELATED. I DEVOTE APPROXIMATELY 5 HOURS/MONTH TO THIS ACTIVITY MOST OF WHICH IS DURING SECURITIES TRADING HOURS. LANTERN WEALTH ADVISORS IS LOCATED AT 35 PINELAWN ROAD MELVILLE, NY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-12 |
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