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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 | 2022-06-02 |
Branch Locations
711 3Rd Avenue Suite 1802, New York, NY 10017 • United States
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-27 |
Branch Locations
711 Third Avenue Suite 1802, New York, NY 10017 • United States
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 |
|---|---|---|---|---|
| New York Institute Of Technology | Ny | NY | 04/1977 | 12/2018 |
| Bernard Herold & Co., Inc. | New York | NY | 06/1986 | 11/2020 |
| Herold Advisors, Inc. | New York | NY | 06/1986 | Present |
| Herold & Lantern Investments, Inc. | Melville | NY | 11/2020 | Present |
| Lantern Wealth Advisors, Llc | Melville | NY | 03/2024 | Present |
1) HEROLD ADVISORS, INC. (INVESTMENT ADVISORS), 805 THIRD AVE., NY, NY. PORTFOLIO ADVISOR SINCE JUNE 1996. APPROX. 120 HRS/MONTH (100 DURING SECURITIES TRADING HOURS). MANAGE CLIENTS investment accounts as an investment advisor representative. Investment Related. 2) Lantern Wealth Advisors, LLC. Investment Related. 35 Pinelawn Road Suite 101E Melville, NY 11747. Investment Advisor Representative and Portfolio Advisor as of 03/2024. Approximately 20 hours/month all of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-21 |
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