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33 Blair Park Road Suite 100, Williston, VT 05495 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2017-01-06 |
Branch Locations
33 Blair Park Road Suite 100, Williston, VT 05495 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Williston | VT | 12/2012 | 04/2020 |
| Silverlake Wealth Management Llc | Williston | VT | 12/2012 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2020 | Present |
1. 2/27/2014 - SILVERLAKE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR DBA - PARTNER - Time Spent 50%. 2. Fixed Insurance - investment related -33 Blair Park Road suite 100 WIlliston VT 05495 - Sell and service Insurance - INvestment Advisor - 3/2020 - 2 hours a month. One security hour a month - sales and service of fixed insurance products. 3. PKS Financial - Investment related - 80 State St, Albany NY 12207 - Fixed/Traditional Insurance - Agent 3/2020 - 5 hours a month - one security hour a month - sales of fixed/traditional insurance products. 4. 9/19/2019 - SWM Realty Holdings, LLC - Investment Related - 33 Blair Park Rd. Williston, VT 05495 - Real Estate Rental - Started 11/01/2011 - 0 Hours Per Month - Office condo. 5. The Smith Companies. Investment-Related. Located at 22 Friend Street, Suite 600, Boston, MA 02114. General Insurance Agency. Agent. Start: 10/2023. 1 hr/month; all during trading hours. Use Smith Companies to review insurance policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-15 |
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