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33 Blair Park Road Suite 100, Williston, VT 05495 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-01-01 |
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 | 02/2020 |
| Silverlake Wealth Management, Llc | Williston | VT | 03/2009 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2020 | Present |
1) Silverlake Wealth Management. Investment Related. 33 Blair Park Road, Suite 100, Williston, VT 05495. RIA. Research Coordinator. Start 12/2012. 80 hours per month, 3.25 per day. Provide research assistance to the advisors. 2) Sunday Studio VT LLC. Not Investment Related. 35 W Allen St, Suite M, Winooski, VT 05404. Salon. Registered Agent. Start Date: 03/11/2024. 5 hrs/ month; none during trading hours. Temporary mail location until they get a local registered agent. Forward mail 3) E & M Realty Corp. Not Investment Related. 7 Sunset Court, Shelburne, VT 05482. Real Estate. Owner. 1-2. 0-1. Review monthly books and reports. 4) Purshe Kaplan Sterling Investments, Investment Related, Registered Representative, 33 Blair Park Road, Suite 100, Williston, VT 05495.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-04 |
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