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33 Blair Park Road Suite 100, Williston, VT 05495 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-06-09 |
Branch Locations
33 Blair Park Road Suite 100, Williston, VT 05495 • United States
271 North Main St 206, Rutland, VT 05701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Catamount Asset Management Llc | Rutland | VT | 01/2011 | 06/2025 |
| Silverlake Wealth Management Llc | Rutland | VT | 05/2025 | Present |
1) Licensed insurance agent; Not investment-related; Rutland, VT. 05701; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours: Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-18 |
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