Lenet Rivas

Current Employers

Blue Otter Financial Planning

Decatur, GA • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-03-13

GA RA
APPROVED

Since 2026-03-13

Branch Locations

Decatur, GA • 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

Organization	City	State	From	To
Emory University	Atlanta	GA	07/2015	12/2017
Oxford College Of Emory University	Oxford	GA	01/2018	12/2019
Fidelity Investments	Dunwoody	GA	01/2020	09/2022
Fidelity Investments	Atlanta	GA	10/2022	07/2023
Cresset Asset Management, Llc	Atlanta	GA	08/2023	09/2025
Blue Otter Financial Planning Llc	Decatur	GA	09/2025	Present

07/2015 → 12/2017

Emory University

Atlanta, GA
01/2018 → 12/2019

Oxford College Of Emory University

Oxford, GA
01/2020 → 09/2022

Fidelity Investments

Dunwoody, GA
10/2022 → 07/2023

Fidelity Investments

Atlanta, GA
08/2023 → 09/2025

Cresset Asset Management, Llc

Atlanta, GA
09/2025 → Present

Blue Otter Financial Planning Llc

Decatur, GA

Previous Registrations

2023-08-24 → 2025-09-05

Cresset Asset Management, Llc

Chicago, IL

Atlanta, GA
2020-08-07 → 2023-07-26

Fidelity Personal And Workplace Advisors

Dunwoody, GA

Other Businesses

2025-Present: Farmer's Market/Not Investment Related/Decatur, GA/Assist in market sales on weekends./Involves less than five percent time each month, after traditional business hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-20
S63	Uniform Securities Agent State Law Examination	2020-06-05

S66 Uniform Combined State Law Examination

2020-07-20
S63 Uniform Securities Agent State Law Examination

2020-06-05

Designations

View on SEC IAPD