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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-01 |
Branch Locations
111 Pine Street Suite 1215, San Francisco, CA 94111 • 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 |
|---|---|---|---|---|
| Pflueger & Baerwald Inc. | San Francisco | CA | 01/1989 | 03/2022 |
| Herold & Lantern Investments, Inc. | San Francisco | CA | 04/2022 | Present |
| Lantern Wealth Advisors, Llc | San Francisco | CA | 04/2022 | Present |
Lantern Wealth Advisors, LLC Investment Related. 111 Pine Street San Francisco, CA 94111. Registered Investment Advisor as of 04/2022. Approximately 10 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-23 |
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