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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
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silverlake Wealth Management Llc | Williston | VT | 12/2012 | Present |
| Lpl Financial, Llc | Williston | VT | 12/2012 | 11/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2020 | Present |
1) FIXED INSURANCE. INVESTMENT RELATED BUSINESS. 33 BLAIR PARK ROAD, SUITE 100, WILLIASTON VT 05495. SELL AND SERVICE FIXED INSURANCE. TITLE IS INVESTMENT ADVISOR. STARTED 03/2020. 2 HRS/MO DEVOTED - 1 DURING TRADING. DUTIES ARE SALES AND SERVICE OF FIXED INSURANCE PRODUCTS. 2) SILVERLAKE WEALTH MANAGEMENT. INVESTMENT RELATED BUSINESS. LOCATED AT 33 BLAIR PARK, WILLISTON VT 05495. INVESTMENT ADVISORY. TITLE IS PARTNER. STARTED 04/2002. 160 HRS/MO - 8 DURING TRADING. DUTIES ARE TO ADVISE CLIENTS. 3) SCHROON LAKE SELF STORAGE. INVESTMENT RELATED BUSINESS. LOCATED AT RT. 9 SCHROON LAKE, NY. SELF STORAGE. TITLE IS PARTNER. STARTED IN 1990. 1 HR/MO DEVOTED - 0 DURING TRADING. DUTIES ARE SELF STORAGE RENTAL UNITS. 4) RIEHLE FAMILY PARTNERSHIP. INVESTMENT RELATED: YES/NO. 94 EAST SHORE NORTH, GRAND ISLE VT. RENTAL VACATION HOME. TITLE IS OWNER. STARTED IN 2010. DEVOTES 1 HR/MO - 0 DURING TRADING. DUTIES ARE OWNER OF ISLAND AND RENT HOUSE 5 WEEKS A YEAR. 5) Purshe Kaplan Sterling Investments, Investment Related, Registered Representative, 33 Blair Park Road, Suite 100, Williston, VT 05495.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-06 |
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