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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 |
|---|---|---|---|---|
| Silverlake Wealth Management Llc | Williston | VT | 12/2012 | Present |
| Lpl Financial Llc | Williston | VT | 12/2012 | 04/2020 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 04/2020 | Present |
1) Silverlake Wealth Management, Investment Related. 33 Blair Park Road, Suite 100, Willston, VT 05495. Investment Advice/Managing Partner. Start 12/2012. 160hrs/mo, 100hrs/mo during trading hours. Provide investment advice and guidance. 2) SWM Realty Holdings LLC. Non-Investment Related. 33 Blair Park Road, Suite 100, Willston, VT 05495. Office Condo ownership/partner. Start 11/2012. 0hrs/mo. No duties. 3) Smith Companies, Investment Related. 225 Friend Street, Suite 600, Boston MA 02114. Life Insurance Underwriter. Assistance from Smith Co with writing Life policies. Start 4/2019. 1hr/mo, none during trading hours. Communicate with them to assist clients with potential life insurance policies. 4) Fixed Insurance. Investment related. 33 Blair Park Road, Suite 100, Willston, VT 05495. Sell and service fixed insurance. Investment advisor. Start 3/2020. 2hrs/mo, 1hr/mo during trading hours. sales and service of fixed insurance products. 5) PKS Financial. Investment related. 80 State St, Albany, NY 12207. Fixed/Traditional Insurance. Agent. Start 3/2020. 1hrs/mo, during trading hours. Sales of fixed/traditional insurance products. 6) Society of St. Edmund. Investment Related. Colchester VT. Investment Committee Member. Start 1988. 1 hour per month during trading. Help oversee outside investment managers and consultant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-22 |
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