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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 |
| TX | RA | APPROVED_RES | 2021-11-03 |
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 | Williston | VT | 12/2012 | 04/2020 |
| Silverlake Wealth Management Llc | Williston | VT | 12/2012 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Williston | VT | 04/2020 | Present |
1. NAVY PARK PARTNERS - NOT INVESTMENT-RELATED - PASSIVE INVESTMENT - START 12/06/2012 - PASSIVE INVESTOR IN A REAL ESTATE BUILDING. - TIME SPENT 1% - WILLISTON, VT. 2. Mr. Eddy is dually registered with SilverLake Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Mr. Eddy has served as a managing partner for SilverLake Wealth Management, LLC since 01/2017 and as a registered representative of PKS since 4/2020. Business is conducted at 33 Blair Park Rd., Ste. 100, Williston, VT 05495. Approximately 90% of Mr. Eddy's time is as an investment advisor representative and the balance as a registered representative. 3. Independent insurance agent. Not investment-related. Same address. Insurance sales. 07/2002. Approximately 10 hours/month. Approximately 5 hours/month during securities trading hours. 4. SWM Realty Holdings, LLC - Not Investment-Related - 33 Blair Park Rood, Suite 100, Williston, VT 05495 - Real Estate Rental - Started 11/30/2011 - 1 Hour Per Month/0 Hours During Securities Trading. 5. E&M Realty Corp. Not Investment Related. 7 Sunset Court, Shelburne VT 05482. Owner of 2 small retail office buildings. President. Start 1980. 1 hour per month not during trading. as 60% owner (partner 40%) who is retired helps oversee property. Long time contractors support buildings. 6. 22 Thorpe Ave Ext, LLC. Not Investment Related. 7 Sunset Court, Shelburne VT 05482. Owner of 7 unit apartment building. Sole Owner. Start 1980. 1 hour per month not during trading. Read monthly reports from bookkeeper and property manager. Very Delegated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-30 |
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