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JM

Joe F. Moore

HEROLD & LANTERN INVESTMENTS
HOUSTON, TX 77024
Some features on this profile are disabled
CRD#: 1330414
JM

Professional summary


Joe Farnham Moore JR, who also goes by Joe Farnham Moore Jr, is a registered financial professional currently at HEROLD & LANTERN INVESTMENTS, INC. located in Houston, Texas.

Joe is registered as a RR (Registered Representative) and started their career in finance in 1984. Joe has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Farnham Moore Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Joe Farnham Moore JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 19, 2025 - Present

HEROLD & LANTERN INVESTMENTS, INC.

Office #1: 9601 Katy Freeway Suite 400, Houston, TX 77024
BD
CRD#: 30996
HOUSTON, TX
Past

November 27, 2013 - September 22, 2025

MARINER INVESTMENT GROUP

BD
CRD#: 35993
HOUSTON, TX
Past

August 24, 1994 - May 1, 2009

MARINER INVESTMENT GROUP

BD
CRD#: 35993
HOUSTON, TX
Past

December 10, 1992 - August 17, 1994

RHODES SECURITIES, INC.

BD
CRD#: 19610
FT WORTH, TX
Past

August 3, 1992 - November 17, 1992

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

November 21, 1990 - August 18, 1992

BRIGHTON FINANCIAL CORPORATION, INC.

BD
CRD#: 18053
Past

December 22, 1988 - November 23, 1990

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

May 19, 1988 - January 9, 1989

HOUSTON INVESTMENT SECURITIES BROKERAGE SERVICES, INC.

BD
CRD#: 18351
Past

December 21, 1984 - April 25, 1988

MAY & O'CONNOR CAPITAL INC

BD
CRD#: 13326

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/20/2025)
RR
Florida
(10/21/2025)
RR
Illinois
(10/28/2025)
RR
Indiana
(10/21/2025)
RR
North Carolina
(9/23/2025)
RR
Ohio
(9/19/2025)
RR
Pennsylvania
(10/21/2025)
RR
Texas
(9/19/2025)
RR
Washington
(10/23/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/18/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/20/1996
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


H&
HEROLD & LANTERN INVESTMENTS, INC.
HEROLD & LANTERN INVESTMENTS, INC. | LANTERN INVESTMENTS, INC.

CRD#: 30996 / SEC#: , 8-45285

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
35 Pinelawn Road Suite 101e, Melville, NY 11747
Mailing Address
35 Pinelawn Road Suite 101e, Melville, NY 11747
Phone number
(631) 454-2000
Established
Delaware since 08/28/1992
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PERCHERON ASSET MANAGEMENT GROUP, INC.OWNER
HEROLD, LAWRENCE STEPHENCHIEF OPERATING OFFICER/FINOP870531
LANTON, KEITH MICHAELPRESIDENT1703378
SHEFTEL, WENDY DIANECHIEF COMPLIANCE OFFICER2300282

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HEROLD & LANTERN INVESTMENTS, INC.

CRD#: 30996Houston, TX 77024

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