Devaron Maurius Yates

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2026-07-07
NV	RA	APPROVED	2026-06-22
WV	RA	APPROVED	2024-05-29
OH	RA	APPROVED	2022-12-19
DC	RA	APPROVED	2022-01-18
IL	RA	APPROVED	2021-11-11
NY	RA	APPROVED	2021-11-11
NE	RA	APPROVED	2021-10-28
AZ	RA	APPROVED	2021-09-22
CA	RA	APPROVED	2021-09-17
LA	RA	APPROVED	2021-09-17
MD	RA	APPROVED	2021-09-17
SC	RA	APPROVED	2021-09-17
VA	RA	APPROVED	2021-09-16
TX	RA	APPROVED	2021-08-31

AL RA
APPROVED

Since 2026-07-07
NV RA
APPROVED

Since 2026-06-22
WV RA
APPROVED

Since 2024-05-29
OH RA
APPROVED

Since 2022-12-19
DC RA
APPROVED

Since 2022-01-18
IL RA
APPROVED

Since 2021-11-11
NY RA
APPROVED

Since 2021-11-11
NE RA
APPROVED

Since 2021-10-28
AZ RA
APPROVED

Since 2021-09-22
CA RA
APPROVED

Since 2021-09-17
LA RA
APPROVED

Since 2021-09-17
MD RA
APPROVED

Since 2021-09-17
SC RA
APPROVED

Since 2021-09-17
VA RA
APPROVED

Since 2021-09-16
TX RA
APPROVED

Since 2021-08-31

Branch Locations

3555 Timmons Ln, Suite 910, Houston, TX 77027 • United States

Wealth Development Strategies Investment Advisory, Inc.

3555 Timmons Lane Suite 910, Houston, TX 77027 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-02-27

TX RA
APPROVED

Since 2016-02-27

Branch Locations

3555 Timmons Lane Suite 910, Houston, TX 77027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Penn Mutual Life Ins Co	Horsham	PA	09/2015	08/2021
Hornor Townsend & Kent Inc	Horsham	PA	09/2015	08/2021
Valmark Securities, Inc.	Houston	TX	08/2021	Present
Valmark Advisers, Inc.	Houston	TX	08/2021	Present
Wealth Development Strategies Investment Advisory, Inc.	Houston	TX	09/2015	Present

09/2015 → 08/2021

Penn Mutual Life Ins Co

Horsham, PA
09/2015 → 08/2021

Hornor Townsend & Kent Inc

Horsham, PA
08/2021 → Present

Valmark Securities, Inc.

Houston, TX
08/2021 → Present

Valmark Advisers, Inc.

Houston, TX
09/2015 → Present

Wealth Development Strategies Investment Advisory, Inc.

Houston, TX

Previous Registrations

2015-09-21 → 2021-08-31

Hornor, Townsend & Kent, Llc

Houston, TX
2013-12-11 → 2015-09-08

Waddell & Reed

Edmond, OK
2013-05-08 → 2013-12-10

Foresters Advisory Services, Llc

Houston, TX

Other Businesses

1.) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WEALTH DEVELOPMENT STRATEGIES | POSITION HELD: OTHER - MANAGING PARTNER | ADDRESS: 8 Greenway Plaza, Suite 1025, HOUSTON, TX 77046 | START DATE:3/29/2019 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: MANAGING PARTNER SUPERVISE & DEVELOP SALES AND SERVICE OF BROKERAGE, ADVISORY, LIFE, ACCIDENT, HEALTH/LTC AND ANNUITY CLIENT ACCOUNTS.//// 2.) FEE BASED PLANNING | INVESTMENT RELATED: YES | DBA NAME: WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. | POSITION HELD: OTHER - REGISTERED AGENT | ADDRESS: 8 Greenway Plaza, Suite 1025, HOUSTON, TX 77046 | START DATE: 3/29/2019 | NATURE OF ACTIVITY: INVESTMENT ADVISORY SERVICES | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: ENTITY WAS REREGISTERED FOR REGISTEREDAGENT BEING CHANGED WITH STATE OF TX.//// 3.) American Leadership Forum; 1801 Main Street Ste. 910, Houston, TX 77002; Board of Director, Review and set the responsibilities of the ALF President, Monitor finances and ensure adequate oversight function; NOT Investment Related; Start Date 01/30/2024; Approximately 6-10 hrs. per month./// 4.) Wealth Development Strategies; 3555 Timmons Ln., Suite 910, Houston, TX 7702; Speaking educational workshop and seminars relating to financial topics ; President; Financial planning services; YES Investment Related; Start Date 05/03/2025; Company Owner; Approximately 1-5 hrs. per month; payment for workshop presentation.///

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-05-05
S63	Uniform Securities Agent State Law Examination	2004-12-01

S66 Uniform Combined State Law Examination

2013-05-05
S63 Uniform Securities Agent State Law Examination

2004-12-01

Designations

Other Names

Devaron Maurius Yates
Devaron Yates

View on SEC IAPD