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Current Employers
Encompass More Asset Management Llc

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-05-02
  • VA RA
    APPROVED
    Since 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

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
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
  • 12/2014 → 02/2017
    National Securities Corporation
    Westbury, NY
  • 01/2019 → 03/2020
    Centaurus Financial Inc.
    Anaheim, CA
  • 03/2017 → 12/2017
    Metrovac
    Oakland, NJ
  • 01/2018 → 05/2023
    Bull Run Financial Group Llc
    Fairfax, VA
  • 03/2020 → 05/2023
    Fairfax, VA
  • 05/2023 → Present
    Danville, CA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-31
S63 Uniform Securities Agent State Law Examination 2015-05-26
  • S66 Uniform Combined State Law Examination
    2021-03-31
  • S63 Uniform Securities Agent State Law Examination
    2015-05-26
Other Names
  • Alex Stevenson
  • Alex Mckinley Stevenson
  • Alexander Mckinley Stevenson

View on SEC IAPD

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