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Douglas Skilton Petersen

Amidon & Petersen Financials, LLC

Fort Pierce, FL

Albany, NY

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Current Employers
Amidon & Petersen Financials, Llc

187 Wolf Rd. Suite 300, Albany, NY 12207 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-31
NY RA APPROVED 2021-07-15
  • FL RA
    APPROVED
    Since 2026-08-31
  • NY RA
    APPROVED
    Since 2021-07-15

Branch Locations

Fort Pierce, FL • United States

187 Wolf Rd. Suite 300, Albany, NY 12207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amidon & Petersen Financials, Llc Niverville NY 02/2007 Present
Gwn Securities Inc. Palm Beach Gardens FL 02/2008 09/2017
Cadaret, Grant & Co, Inc. Niverville NY 09/2017 03/2025
Commonwealth Financial Network Waltham MA 03/2025 06/2025
Previous Registrations
Other Businesses

1. Fixed insurance sales; as of 10/2001; 3% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-08
S63 Uniform Securities Agent State Law Examination 1991-12-24
  • S65 Uniform Investment Adviser Law Examination
    2017-12-08
  • S63 Uniform Securities Agent State Law Examination
    1991-12-24
Other Names
  • Doug Petersen

View on SEC IAPD

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