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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
| VT | RA | APPROVED | 2009-03-26 |
Branch Locations
160 Benmont Avenue, Bennington, VT 05201 • United States
1651 Columbia Turnpike, Castleton, NY 12033 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2005 | Present |
| Center Square Asset Management | Castleton | NY | 11/2005 | Present |
| Amidon & Petersen Financials, Llc | Castleton | NY | 03/2025 | 05/2025 |
1. FIXED INSURANCE SALES UNDER NAME CENTER SQUARE ASSET MANAGEMENT, INC., CONDUCTED FROM BRANCH, INVESTMENT RELATED. 2. CENTER SQUARE ASSET MANAGEMENT, VICE PRESIDENT, 401K PLAN TRUSTEE, AND 50% OWNER OF OPERATING COMPANY FOR SECURITIES BUSINESS, CONDUCTED FROM BRANCH, INVESTMENT RELATED. 3. CENTER SQUARE PROPERTIES,LLC, 50% OWNER OF REAL ESTATE HOLDING COMPANY CREATED TO OWN AND RENT COMMERCIAL BUILDING, CONDUCTED AT BRANCH,NOT INVESTMENT RELATED. 4. TAX PREPARATION SERVICES UNDER NAME DEBORAH LANE, AS SOLE PROPRIETOR, CONDUCTED AT BRANCH, NOT INVESTMENT RELATED. 5. RENTING COMMERCIAL PROPERTY LOCATED IN BENNINGTON, VT, CONDUCTED AT BRANCH, NOT INVESTMENT RELATED. 5. Co-owner of rental property located in Watervliet, NY as of 01/01/2026; 0% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-09 |
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