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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
No disclosure categories reported as “Yes” on this SEC record.
| 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, president 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. Co-owner of rental property located in Watervliet, NY, as of 1/01/2026; 1% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 1995-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-06 |
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