Allan John Stevenson

Current Employers

Virtus Financial Partners

Winter Park, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-12-09
TX	RA	APPROVED	2022-12-05

FL RA
APPROVED

Since 2022-12-09
TX RA
APPROVED

Since 2022-12-05

Branch Locations

Winter Park, FL • 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

Organization	City	State	From	To
Principal Life Ins Co	Maitland	FL	01/2020	12/2022
Principal Securities Inc	Maitland	FL	03/2020	12/2022
Hyatt Regency Orlando	Orlando	FL	06/2015	01/2020
Virtus Financial Partners	Maitland	FL	02/2020	12/2022
Virtus Financial Partners	Winter Park	FL	12/2022	Present
Ajsmz Llc	Ocoee	FL	08/2024	Present

01/2020 → 12/2022

Principal Life Ins Co

Maitland, FL
03/2020 → 12/2022

Principal Securities Inc

Maitland, FL
06/2015 → 01/2020

Hyatt Regency Orlando

Orlando, FL
02/2020 → 12/2022

Virtus Financial Partners

Maitland, FL
12/2022 → Present

Virtus Financial Partners

Winter Park, FL
08/2024 → Present

Ajsmz Llc

Ocoee, FL

Previous Registrations

2020-07-27 → 2022-12-08

Principal Securities, Inc.

Maitland, FL

Other Businesses

(1) Fixed Insurance; Not Investment Related; Winter Park, FL; Agent; Fixed Life, Annuity, DI, Health, LTC, Medicare Supplements, and Group Products; Start Date: 01/16/2020; 40 hrs per month; 40 during trading hours. (3) AJSMZ LLC - not investment related - Ocoee, FL - LLC formed solely for tax and accounting purposes to receive fees from Virtus Financial Partners - Owner - 08/2024 - 0 - 0.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-07-23
S63	Uniform Securities Agent State Law Examination	2020-06-03

S65 Uniform Investment Adviser Law Examination

2020-07-23
S63 Uniform Securities Agent State Law Examination

2020-06-03

View on SEC IAPD