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RIA / WealthAdvisorChartered Financial Consultant26 years in industry

BRENTON LLOYD DEVORE

Advisor at DEVORE FINANCIAL ADVISORS LLC

ESCONDIDO, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 20, 2002 to Sep 14, 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: DEVORE FINANCIAL ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S66
First exam: Jul 11, 2000
First registration: Mar 20, 2002
Dual registered: no
Other names: BRENT DEVORE|BRENTON DEVORE
IAPD individual key: 2508056

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
DEVORE FINANCIAL ADVISORS LLC	State registered	Jan 1, 2025	n/a	yes	ESCONDIDO, CA	Current employment
DEVORE FINANCIAL ADVISORS	n/a	Jul 28, 2011	Dec 31, 2016	no	OCEANSIDE, CA	Previous registration
INDEX FUND ADVISORS, INC.	Independent wealth	Jan 7, 2008	Nov 22, 2010	no	SAN MARCOS, CA	Previous registration
CHECK CAPITAL MANAGEMENT INC	Independent wealth	Mar 25, 2004	Jan 3, 2008	no	OCEANSIDE, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 20, 2002	Aug 7, 2003	no	CARLSBAD, CA	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
DEVORE FINANCIAL ADVISORS	DEVORE FINANCIAL ADVISORS LLC	Dec 31, 2016	Jan 1, 2025	2,923	Firm change after gap	Other
INDEX FUND ADVISORS, INC.	DEVORE FINANCIAL ADVISORS	Nov 22, 2010	Jul 28, 2011	248	Firm change	Other
CHECK CAPITAL MANAGEMENT INC	INDEX FUND ADVISORS, INC.	Jan 3, 2008	Jan 7, 2008	4	Firm change	Other
CHARLES SCHWAB & CO., INC.	CHECK CAPITAL MANAGEMENT INC	Aug 7, 2003	Mar 25, 2004	231	Firm change	Other

Relationships

Registered with (5)

→ DEVORE FINANCIAL ADVISORS LLCRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ DEVORE FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jul 28, 2011 to Dec 31, 2016factForm ADV
→ INDEX FUND ADVISORS, INC.Registered adviserregistration: previous registration
Jan 7, 2008 to Nov 22, 2010factForm ADV
→ CHECK CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Mar 25, 2004 to Jan 3, 2008factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 20, 2002 to Aug 7, 2003factForm ADV

Dated events

No dated event names this entity yet.