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Peter Torrey Fredericks

LPl Financial LLC

Lunenburg, MA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-15
  • MA RA
    APPROVED
    Since 2025-05-15

Branch Locations

603 Massachusetts Ave, Lunenburg, MA 01462 • 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
Edward Jones Acton MA 09/2015 02/2021
Unemployed Shirley MA 02/2021 04/2021
Lincoln Financial Securities Shirley MA 04/2021 05/2024
Cuso Financial Services, Lp San Diego CA 05/2024 05/2025
Workers Federal Credit Union Lunenburg MA 05/2024 Present
Lpl Financial Llc Lunenburg MA 05/2025 Present
  • 09/2015 → 02/2021
    Acton, MA
  • 02/2021 → 04/2021
    Unemployed
    Shirley, MA
  • 04/2021 → 05/2024
    Lincoln Financial Securities
    Shirley, MA
  • 05/2024 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2024 → Present
    Workers Federal Credit Union
    Lunenburg, MA
  • 05/2025 → Present
    Lunenburg, MA
Previous Registrations
  • 2024-05-09 → 2025-05-15
    Cuso Financial Services, L.P.
    Lunenburg, MA
  • 2021-05-06 → 2024-05-01
    Osaic Fs, Inc.
    Acton, MA
    Greensboro, NC
    Shirley, MA
  • 2010-07-19 → 2021-03-24
    Shirley, MA
    Maryland Heights, MO
    St Louis, MO
    Acton, MA
    Maryland Heights, MO
    Acton, MA
  • 2008-02-01 → 2009-02-18
    Andover, MA
    Boston, MA
  • 2006-10-11 → 2008-01-29
    Boston, MA
Other Businesses

1- 05/15/2025 - Workers Investments & Planning Solutions - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/25/2025 - 160 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-21
S63 Uniform Securities Agent State Law Examination 2000-11-25
  • S65 Uniform Investment Adviser Law Examination
    2006-07-21
  • S63 Uniform Securities Agent State Law Examination
    2000-11-25

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