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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Eagle Mountain, UT • 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
Lyft Eagle Mountain UT 06/2021 06/2022
Nazca Grill - Samak Holdings Llc Dba American Fork UT 08/2021 08/2021
Caslte & Cooke Draper UT 02/2021 06/2021
Unemployed Utah UT 10/2020 02/2021
Premier Credit Consulting Draper UT 07/2020 10/2020
Unemployed Utah UT 12/2019 06/2020
Frontier Co_Op Norway IA 08/2019 12/2019
Unemployed Utah UT 08/2018 08/2019
Doterra Pleasant Grove UT 01/2018 08/2018
Unemployed Utah UT 08/2017 01/2018
Hbp Shared Services Provo UT 07/2017 08/2017
Unemployed Utah UT 03/2017 07/2017
Pic Group Princeton IN 01/2017 03/2017
Unemployed Newburgh IN 08/2016 01/2017
Fidelity Investments American Fork UT 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 06/2022
    Lyft
    Eagle Mountain, UT
  • 08/2021 → 08/2021
    Nazca Grill - Samak Holdings Llc Dba
    American Fork, UT
  • 02/2021 → 06/2021
    Caslte & Cooke
    Draper, UT
  • 10/2020 → 02/2021
    Unemployed
    Utah, UT
  • 07/2020 → 10/2020
    Premier Credit Consulting
    Draper, UT
  • 12/2019 → 06/2020
    Unemployed
    Utah, UT
  • 08/2019 → 12/2019
    Frontier Co_Op
    Norway, IA
  • 08/2018 → 08/2019
    Unemployed
    Utah, UT
  • 01/2018 → 08/2018
    Doterra
    Pleasant Grove, UT
  • 08/2017 → 01/2018
    Unemployed
    Utah, UT
  • 07/2017 → 08/2017
    Hbp Shared Services
    Provo, UT
  • 03/2017 → 07/2017
    Unemployed
    Utah, UT
  • 01/2017 → 03/2017
    Pic Group
    Princeton, IN
  • 08/2016 → 01/2017
    Unemployed
    Newburgh, IN
  • 07/2022 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-112079|OrgNmn:Lyft|Org Addr:San Franci,California,US|OBA Nature:Transportation - working as an|Invst Rel:N|Title:Independent Contractor|Duties:No obligation - providing rideshare services at my own discretion for mobility purposes|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-06
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S66 Uniform Combined State Law Examination
    2023-09-06
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
Other Names
  • Erick Gerardo Pulido Ravello
  • Erick Pulido Ravello

View on SEC IAPD

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