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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

BRIAN C. SHEVLAND

Advisor at BLUESTONE CAPITAL MANAGEMENT, LLC

SAN JUAN, PR | Palmas Del Mar, PR | WAYNE, PA

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Search this name across graphsid dfx:ria:f27a82fb-e434-cf89-b5e3-4108ca360611

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 22, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BLUESTONE CAPITAL MANAGEMENT, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Exams: S66
First exam: Oct 16, 2002
First registration: May 22, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4570496

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EQUALIZE CAPITAL LLC	Asset manager	Jun 3, 2026	n/a	yes	Palmas Del Mar, PR\|SAN JUAN, PR	Current employment
BLUESTONE CAPITAL MANAGEMENT, LLC	Asset manager	Feb 14, 2013	n/a	yes	WAYNE, PA	Current employment
CPC FINANCIAL PLANNING, INC	State registered	Jun 28, 2011	Sep 19, 2012	no	KING OF PRUSSIA, PA	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Dec 14, 2004	Sep 20, 2012	no	MALVERN, PA\|WEST CHESTER, PA	Previous registration
CAPITAL INVESTMENT SERVICES, INC.	Former SEC adviser	May 22, 2003	Aug 23, 2004	no	CHADDS FORD, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	CPC FINANCIAL PLANNING, INC	Sep 20, 2012	Jun 28, 2011	-450	Firm change after gap	Other
CPC FINANCIAL PLANNING, INC	BLUESTONE CAPITAL MANAGEMENT, LLC	Sep 19, 2012	Feb 14, 2013	148	Firm change	Other
CAPITAL INVESTMENT SERVICES, INC.	OSAIC WEALTH, INC.	Aug 23, 2004	Dec 14, 2004	113	Firm change	Other

Relationships

Registered with (5)

→ EQUALIZE CAPITAL LLCRegistered adviserregistration: current employment
Jun 3, 2026 to presentfactForm ADV
→ BLUESTONE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 14, 2013 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Dec 14, 2004 to Sep 20, 2012factForm ADV
→ CPC FINANCIAL PLANNING, INCRegistered adviserregistration: previous registration
Jun 28, 2011 to Sep 19, 2012factForm ADV
→ CAPITAL INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 22, 2003 to Aug 23, 2004factForm ADV

Dated events

No dated event names this entity yet.