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
Brenton Lloyd Devore
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Brent Devore
At current firm
1 y
since Jan 1, 2025
In the industry
26 y
since Jul 11, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Devore Financial Advisors LLC state registered currentsince Jan 1, 2025 · Escondido, Ca
- Devore Financial Advisors unclassifiedJul 28, 2011 to Dec 31, 2016 · Oceanside, Ca
- Index Fund Advisors, Inc. independent RIAJan 7, 2008 to Nov 22, 2010 · San Marcos, Ca
- Check Capital Management Inc independent RIAMar 25, 2004 to Jan 3, 2008 · Oceanside, Ca
- Charles Schwab & Co., Inc. national BDMar 20, 2002 to Aug 7, 2003 · Carlsbad, Ca
Moves
a registration end followed by a registration begin elsewhere
- Devore Financial Advisors to Devore Financial Advisors LLCleft Dec 31, 2016, registered Jan 1, 2025 (2923 days) · Other
- Index Fund Advisors, Inc. to Devore Financial Advisorsleft Nov 22, 2010, registered Jul 28, 2011 (248 days) · Other
- Check Capital Management Inc to Index Fund Advisors, Inc.left Jan 3, 2008, registered Jan 7, 2008 (4 days) · Other
- Charles Schwab & Co., Inc. to Check Capital Management Incleft Aug 7, 2003, registered Mar 25, 2004 (231 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
- STATE REGISTEREDderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address