Adviser and broker representative · Valmark Advisers, Inc.
Devaron M. Yates
CRD 4879286 · Houston, TX
At a glance
Devaron M. Yates is an investment adviser representative with Valmark Advisers, Inc. in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Devaron’s SEC record dates to 2013, about 13 years ago. Devaron is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Valmark Advisers, Inc.Since August 2021Houston, TX · $10B in regulatory assets
- Wealth Development Strategies Investment Advisory, Inc.Since February 2016Houston, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 15 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Devaron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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