Wendy Diane Sheftel appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Wendy Diane Sheftel appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-18 | Form ADV | HEROLD ADVISORS, INC. | PERCHERON - SHAREHOLDER | NEW YORK, NY |
| 2025-03-31 | Form ADV | LANTERN WEALTH ADVISORS, LLC | ASSOCIATE COMPLIANCE OFFICER | MELVILLE, NY |