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Advisor at LANTERN WEALTH ADVISORS, LLC
East Hampton, NY | MELVILLE, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LANTERN WEALTH ADVISORS, LLC | Independent wealth | Jul 31, 2024 | n/a | yes | East Hampton, NY|MELVILLE, NY | Current employment |
| DORADO WEALTH MANAGEMENT LLC | Independent wealth | Jul 23, 2021 | Aug 19, 2024 | no | PORT WASHINGTON, NY | Previous registration |
| WESTERN INTERNATIONAL SECURITIES | Former SEC adviser | Dec 11, 2018 | Aug 1, 2024 | no | New York, NY|PASADENA, CA|PASADENA, CA|New York, NY|Pasadena, CA|Massapequa, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DORADO WEALTH MANAGEMENT LLC | LANTERN WEALTH ADVISORS, LLC | Aug 19, 2024 | Jul 31, 2024 | -19 | Firm change | RIA to RIA |
| WESTERN INTERNATIONAL SECURITIES | DORADO WEALTH MANAGEMENT LLC | Aug 1, 2024 | Jul 23, 2021 | -1,105 | Firm change after gap | Ibd to RIA |