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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-01 |
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 |
|---|---|---|---|---|
| Securities Research, Inc. | Tamarac | FL | 12/1989 | 06/2025 |
| Herold & Lantern Investments, Inc | Melville | NY | 06/2025 | Present |
| Lantern Wealth Advisors, Llc | Melville | NY | 06/2025 | Present |
Uber, not investment related, 1725 Third Street San Francisco, CA 94158 :taxi driver, 04/2015, approximately 8 hours/month none of which is during securities trading. MD Aiken Food Corp DBA Southbeach Bagels, not investment related located at primary residence, bagel delivery, owner, 12/2015, Approximately 16 hours/month, none of which is during securities trading hours. ,administering bagel delivery service. Lantern Wealth Advisors, LLC as of 06/2025. Investment Related. Supervised from 35 Pinelawn Rd Melville, NY 11747. Investment Advisor Representative. Approximately 5 hours/month all of which are during securities trading hours. Duties involve assisting clients with investment advisory related products and services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-29 |
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