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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-12 |
Branch Locations
111 Pine Street Suite 1215, San Francisco, CA 94111 • United States
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Herold & Lantern Investments, Inc. | San Francisco | CA | 01/2009 | Present |
| Lantern Wealth Advisors, Llc | San Francisco | CA | 02/2026 | Present |
Lantern Wealth Advisors, LLC. Investment Related. Located at 111 Pine St San Francisco, CA 94111. Intend to offer investment advisory services to investors. Anticipated 25 hours/month all of which are expected to be during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-08 |
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