Gary S. Demera

RB CAPITAL MANAGEMENT

Burlingame, CA 94010

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CRD#: 2995472

Professional summary

Gary Scott Demera is a registered financial advisor currently at RB CAPITAL MANAGEMENT, LLC located in Burlingame, California and APW CAPITAL, INC. located in Burlingame, California.

Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gary has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. DM Enterprises, LP, d/b/a Investment Capital Advisors, DBA for financial Services and fixed insurance. Investment Related, same as office address. 2. RB Capital Management, Investment Related, RIA, Investment Advisor Rep 3. Bay Valley Properties, Investment related:No, 700 Airport Blvd, Suite 490, Burlingame, California, 94010, , Owner, 04/01/2005, 10 Hours a week, Real Estate Referral and Management 4. Trustee, Investment related:No, 531 WARREN RD, SAN MATEO, California, 94402, , Co-Trustee, 11/01/2025, 10 Hours a week, Manage Family Trust

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Scott Demera's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 28, 2016 - Present

RB CAPITAL MANAGEMENT, LLC

Office #1: 345 Lorton Avenue, Suite 302, Burlingame, CA 94010

RIA

CRD#: 125678

Burlingame, CA

Current

March 13, 2017 - Present

APW CAPITAL, INC.

Office #1: 345 Lorton Avenue, Suite 302, Burlingame, CA 94010

CRD#: 43814

Burlingame, CA

Past

April 18, 2016 - March 23, 2017

FSC SECURITIES CORPORATION

CRD#: 7461

BURLINGAME,, CA

Past

April 15, 2016 - March 23, 2017

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

BURLINGAME,, CA

Past

May 10, 2012 - April 18, 2016

CETERA ADVISORS LLC

CRD#: 10299

BURLINGAME, CA

Past

May 9, 2012 - April 18, 2016

CETERA ADVISORS LLC

RIA

CRD#: 10299

BURLINGAME, CA

Past

June 13, 2007 - August 24, 2012

SLOAN INVESTMENT ADVISORS LLC

RIA

CRD#: 141993

BURLINGAME, CA

Past

October 11, 2004 - May 10, 2012

SLOAN SECURITIES CORP.

CRD#: 17930

BIRLINGAME, CA

Past

September 13, 2003 - October 11, 2004

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

BRISBANE, CA

Past

September 13, 2003 - October 11, 2004

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

August 25, 2000 - September 18, 2003

PIPER SANDLER & CO.

RIA

CRD#: 665

SAN FRANCISCO, CA

Past

March 9, 1998 - September 18, 2003

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RB CAPITAL MANAGEMENT, LLC

JS WEALTH PLANNING | RB CAPITAL MANAGEMENT, LLC

CRD#: 125678 / SEC#: 801-62043

RIA

Registered Investment Advisory firm - (5/9/2003 Approved)

California

Registered Investment Advisory firm - (6/13/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(6/28/2016)

California
(3/13/2017)

Hawaii
(1/31/2019)

Idaho
(3/13/2017)

Oregon
(4/18/2017)

Vermont
(2/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/4/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/20/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/6/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

RB CAPITAL MANAGEMENT, LLC

JS WEALTH PLANNING | RB CAPITAL MANAGEMENT, LLC

CRD#: 125678 / SEC#: 801-62043

RIA

Registered Investment Advisory firm - (5/9/2003 Approved)

California

Registered Investment Advisory firm - (6/13/2003 Terminated)

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Contact information

Main Address

5365 Reno Corporate Dr. Suite 200, Reno, NV 89511

Mailing Address

Phone number

(775) 993-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE DOCUMENT FOR CLIENTS NOT PARTICIPATING IN THE WRAP PROGRAM (3/27/2025)

DISCLOSURE DOCUMENT FOR CLIENTS PARTICIPATING IN THE WRAP PROGRAM (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,382
AUM (Assets Under Management)	$ 817,220,998

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gary S. Demera

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Scott Demera's CRS (Customer Relationship Summary).

Certified licenses

Experience

APW CAPITAL, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

CETERA ADVISORS LLC

CETERA ADVISORS LLC

SLOAN INVESTMENT ADVISORS LLC

SLOAN SECURITIES CORP.

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

PIPER SANDLER & CO.

PIPER SANDLER & CO.

Primary Firm SEC Registration

RB CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/1998

Series 63

Date: 5/20/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/6/1998

FINRA

Current Firm

RB CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RB CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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