DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Brian C. Shevland
Feed of 09/15/2026
At current firm
13 y
since Feb 14, 2013
In the industry
24 y
since Jun 1, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Equalize Capital LLC asset manager currentsince Jun 3, 2026 · Palmas Del Mar, Pr
- Bluestone Capital Management, LLC asset manager currentsince Feb 14, 2013 · Wayne, Pa
- Cpc Financial Planning, Inc state registeredJun 28, 2011 to Sep 19, 2012 · King Of Prussia, Pa
- Osaic Wealth, Inc. BD affiliatedDec 14, 2004 to Sep 20, 2012 · Malvern, Pa
- Capital Investment Services, Inc. formerMay 22, 2003 to Aug 23, 2004 · Chadds Ford, Pa
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Cpc Financial Planning, Incleft Sep 20, 2012, registered Jun 28, 2011 (-450 days) · Other
- Cpc Financial Planning, Inc to Bluestone Capital Management, LLCleft Sep 19, 2012, registered Feb 14, 2013 (148 days) · Other
- Capital Investment Services, Inc. to Osaic Wealth, Inc.left Aug 23, 2004, registered Dec 14, 2004 (113 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address