SHEFTEL WENDY DIANE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SHEFTEL WENDY DIANE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | HEROLD ADVISORS, INC. | PERCHERON - SHAREHOLDER | NEW YORK, NY |
| — | Form ADV | LANTERN WEALTH ADVISORS, LLC | OWNER | MELVILLE, NY |