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PETER LUCAS FORMAN
PETER FORMAN
CRD#: 7278274
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 MANASQUAN, NJ
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 3518 RTE1 NORTH
THE SQUARE AT WEST WINDSOR
PRINCETON, NJ 08540
Registration History
2020202120222023202420252 FIRMS2021 - Present (3 years)BEQUITABLE ADVISORS, LLC (CRD# 6627)2020 - 2021 (<1 year)
License(s)

State Registrations

B
Alabama 5/12/2021

B
Nevada 5/12/2021

B
Alaska 5/12/2021

B
New Hampshire 5/12/2021

B
Arizona 5/12/2021

B
New Jersey 4/27/2021

B
Arkansas 5/12/2021

IA
New Jersey 6/9/2021

B
California 5/12/2021

B
New Mexico 5/12/2021

B
Colorado 5/12/2021

B
New York 5/12/2021

B
Connecticut 5/12/2021

B
North Carolina 5/12/2021

B
Delaware 5/12/2021

B
North Dakota 5/12/2021

B
District of Columbia 5/12/2021

B
Ohio 5/13/2021

B
Florida 5/12/2021

B
Oklahoma 5/12/2021

B
Georgia 5/12/2021

B
Oregon 5/12/2021

B
Hawaii 5/12/2021

B
Pennsylvania 5/12/2021

B
Idaho 5/12/2021

B
Puerto Rico 5/12/2021

B
Illinois 5/12/2021

B
Rhode Island 5/12/2021

B
Indiana 5/12/2021

B
South Carolina 5/12/2021

B
Iowa 5/12/2021

B
South Dakota 5/12/2021

B
Kansas 5/12/2021

B
Tennessee 5/12/2021

B
Kentucky 5/12/2021

B
Texas 5/11/2021

B
Louisiana 5/12/2021

IA
Texas 6/9/2021

B
Maine 5/12/2021

B
Utah 5/12/2021

B
Maryland 5/12/2021

B
Vermont 5/12/2021

B
Massachusetts 5/12/2021

B
Virgin Islands 5/12/2021

B
Michigan 5/12/2021

B
Virginia 5/12/2021

B
Minnesota 5/12/2021

B
Washington 5/12/2021

B
Mississippi 5/12/2021

B
West Virginia 5/12/2021

B
Missouri 5/12/2021

B
Wisconsin 5/12/2021

B
Montana 5/12/2021

B
Wyoming 5/12/2021

B
Nebraska 5/12/2021

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
MANASQUAN, NJ
Registered with this firm since 6/9/2021

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
3518 RTE1 NORTH THE SQUARE AT WEST WINDSOR, PRINCETON, NJ 08540
MANASQUAN, NJ
Registered with this firm since 4/27/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
B
07/31/2020 - 04/28/2021 EQUITABLE ADVISORS, LLC (CRD#:6627) WALL, NJ
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.