Steven Marc Ravlin

Current Employers

Employment History

• 02/2020 → 06/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 02/2020 → 06/2022
  Oregon State Credit Union Division:
  Corvallis, OR
• 12/2015 → 02/2020
  Oregon State Credit Union
  Corvallis, OR
• 03/2023 → 11/2023
  Fidelity Investments
  Walnut Creek, CA
• 06/2022 → 03/2023
  Unemployed
  Walnut Creek, CA
• 01/2024 → 10/2024
  Echo45 Advisors Llc
  Walnut Creek, CA
• 10/2025 → Present
  Lpl Financial Llc
  Walnut Creek, CA
• 10/2025 → Present
  Nuvision Credit Union
  Pleasanton, CA
• 10/2024 → 09/2025
  Consilium Wealth Management
  Danville, CA

Previous Registrations

• 2024-01-22 → 2024-10-28
  Echo45 Advisors Llc
  Walnut Creek, CA
• 2023-04-10 → 2023-12-19
  Fidelity Personal And Workplace Advisors
  Walnut Creek, CA
• 2020-06-24 → 2022-06-27
  Cuso Financial Services, L.P.
  Portland, OR
  Corvallis, OR

Other Businesses

1 - 09/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Nuvision Retirement & Investment Services - Inv Related - At reported business location(s). 2 - 07/08/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Fidmont Financial Group - Investment Related - At Reported Business Location(s) - Start Date 07/06/2026 - 160 hours per month/ 80 hours during trading 3 - 07/15/2026 - Clifton and Associates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/09/2026 - 4 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-06-23

Designations

Other Names

• Steven Marc Ravlin
• Steven M Ravlin