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Current Employers
Chicago Capital Management Advisors, Llc

4722 Main Street, Lisle, IL 60532 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-02-15
  • PA RA
    APPROVED
    Since 2022-02-15

Branch Locations

Uniontown, PA • United States

4722 Main Street, Lisle, IL 60532 • 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
Charis Financial Group Uniontown PA 09/1998 Present
Questar Capital Corporation Minneapolis MN 03/2009 05/2017
Questar Asset Management Minneapolis MN 03/2009 05/2017
Forest Securities, Inc. Chicago IL 05/2017 Present
Avellino Financial Advisors, Inc. Uniontown PA 05/2017 Present
  • 09/1998 → Present
    Charis Financial Group
    Uniontown, PA
  • 03/2009 → 05/2017
    Questar Capital Corporation
    Minneapolis, MN
  • 03/2009 → 05/2017
    Questar Asset Management
    Minneapolis, MN
  • 05/2017 → Present
    Forest Securities, Inc.
    Chicago, IL
  • 05/2017 → Present
    Avellino Financial Advisors, Inc.
    Uniontown, PA
Previous Registrations
  • 2017-05-16 → 2021-12-31
    Avellino Financial Advisors, Inc.
    Uniontown, PA
    Hillside, IL
  • 2009-03-11 → 2017-05-26
    Questar Asset Management, Inc.
    Minneapolis, MN
    Uniontown, PA
  • 2006-09-21 → 2009-03-10
    Traderight Securities, Inc.
    Uniontown, PA
    Lockport, IL
  • 2006-07-25 → 2006-09-13
    Questar Asset Management, Inc.
    Uniontown, PA
  • 2003-04-16 → 2006-08-01
    Usallianz Securities, Inc.
    Uniontown, PA
    Uniontown, PA
    Quakertown, PA
Other Businesses

EARL C. STEVENSON JR., CLU, CHFC SALE OF INSURANCE PRODUCTS INVESTMENT RELATED, APPROX 2 hrs/mo may occur during market hours, START DATE: 04/28/2015 Avellino Financial Advisors, Inc. INVESTMENT ADVISOR REPRESENTATIVE NATURE: INVESTMENT ADVISORY INVESTMENT RELATED, APPROX 20 HRS PER MONTH; MAY OCCUR DURING MARKET HOURS; SECURITIES TRADING HOURS:20 START DATE: 03/11/2009 TAX PREPARATION ENROLLED AGENT W/ IRS; APPROX 10 HRS/MO MAY OCCUR DURING MARKET HOURS; STARTED 03/10/2009 CHARIS FINANCIAL GROUP, LLC PERSONAL SERVICE CORP/DBA; NOT INVESTMENT RELATED; >1 HR PER MO; MAY OCCUR DURING MARKET HOURS STARTED 1998

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-01
S63 Uniform Securities Agent State Law Examination 1982-11-04
  • S65 Uniform Investment Adviser Law Examination
    1999-06-01
  • S63 Uniform Securities Agent State Law Examination
    1982-11-04
Designations
Other Names
  • Skip Stevenson
  • Earl Cornelius Stevenson
  • Earl C Stevenson

View on SEC IAPD

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