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35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-01-21 |
Branch Locations
115 Campbell St Suite 105, Geneva, IL 60134 • 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 |
|---|---|---|---|---|
| Lantern Investments, Inc. | Chicago | IL | 01/2009 | Present |
REGISTERED AS AN INVESTMENT ADVISOR REPRESENTATIVE WITH LANTERN WEALTH ADVISORS LLC HEADQUARTERS LOCATED 35 PINELAWN ROAD SUITE 101E SINCE 01/2013. ANTICIPATE SPENDING APPROXIMATELY 5 HOURS/MONTH MOST OF WHICH DURING SECURITIES TRADING HOURS. DUTIES INVOLVE SALES AS AN INVESTMENT ADVISOR REPRESENTATIVE. Lantern Insurance Brokerage located at Lantern Insurance Headquarters at 35 Pinelawn Rd Melville, NY 11747. Insurance agent (long term care) representing various insurance agencies - non-investment related. Start date 04/2017. Approximately 1-2 hours/month all of which are during securities trading hours. Acting as an insurance agent offering predominantly long term care insurance to potential clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-28 |
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