Brian C. Shevland

Current Employers

Employment History

• 06/2002 → Present
  Shevland & Associates
  Malvern, PA
• 09/2012 → Present
  Bluestone Capital Management, Llc
  Wayne, PA
• 05/2026 → Present
  Equalize Capital
  San Juan, PR
• 04/2014 → Present
  Mcg Securities Llc
  Wayne, PA
• 02/2026 → Present
  J Alden Associates, Inc.
  Wayne, PA

Previous Registrations

• 2004-12-14 → 2012-09-20
  Osaic Wealth, Inc.
  Malvern, PA
  West Chester, PA
• 2011-06-28 → 2012-09-19
  Cpc Financial Planning, Inc
  King Of Prussia, PA
• 2003-05-22 → 2004-08-23
  Capital Investment Services, Inc.
  Chadds Ford, PA

Other Businesses

Alpha Global Enterprises - Consulting company providing support and assistance primarily in the fields of portfolio management, business management, fintech, research, and technology solutions. (@ 20-60 hours/week) Bluestone Capital Management - Registered Investment Advisor (@ 20-60 hours/week) MCG Securities - Passive Owner - (@ 0 - 2 hours/week) Equalize Capital - Registered Investment Advisor (@ 5-10 hours/week) First Tee Puerto Rico (Board Member) - Providing support to growing the First Tee Program throughout Puerto Rico - (@ 2 - 4 hours/week) R5 Partners - Passive Entity designed as a holding company for private investments - (@ 0 - 2 hours/week) Alpha Capital Partners - Passive Entity designed as a holding company for private investments - (@ 0 - 2 hours/week)

Exams

• S66 Uniform Combined State Law Examination
  2002-10-16