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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-05-02 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
21155 Whitfield Pl #103, Potomac Falls, VA 20165 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corporation | Westbury | NY | 12/2014 | 02/2017 |
| Centaurus Financial Inc. | Anaheim | CA | 01/2019 | 03/2020 |
| Metrovac | Oakland | NJ | 03/2017 | 12/2017 |
| Bull Run Financial Group Llc | Fairfax | VA | 01/2018 | 05/2023 |
| Bull Run Investment Management Llc | Fairfax | VA | 03/2020 | 05/2023 |
| Encompass More Asset Management Llc | Danville | CA | 05/2023 | Present |
Alexander McKinley Stevenson is a licensed insurance agent and provides insurance services and products via Skyline Financial Partners, LLC. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Address: 1155 Whitfield Pl #103, Potomac Falls, VA 20165 Position: Managing Partner; Nature of Business: Life Insurance and Annuities; Start Date: 05/01/2023; Hours Devoted: approximately 48 hours a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-26 |
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