Mark E. Deily

DEIMARK CORP

Rancho Cucamonga, CA 91730

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CRD#: 4253301

Professional summary

Mark Edward Deily is a registered financial advisor currently at DEIMARK CORP located in Rancho Cucamonga, California and RBA WEALTH MANAGEMENT, LLC located in Rancho Cucamonga, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mark has worked at 4 firms and has passed the Series 65, Series 66 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.

CPA, Deily & Company PC CPAs, 9121 Haven Ave, Ste 200, Rancho Cucamonga, CA 91730, President and Manager of firm, compensated by salary, 160 hours/month Life & Health Ins License, United Health Care, 7% commission on premiums paid, 0 hours/month Investment Adviser Representative, RBA Wealth Management LLC, , 520 Newport Center Dr., Ste. 740, Newport Beach, California 92660, Solicitor, 1 hour/month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Deily'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

September 28, 2017 - Present

DEIMARK CORP

Office #1: 9121 Haven Avenue Suite 200, Rancho Cucamonga, CA 91730

RIA

CRD#: 289280

Rancho Cucamonga, CA

Current

November 21, 2019 - Present

RBA WEALTH MANAGEMENT, LLC

Office #1: 9121 Haven Avenue Suite 200, Rancho Cucamonga, CA 91730

RIA

CRD#: 291029

RANCHO CUCAMONGA, CA

Past

November 19, 2003 - November 5, 2010

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

RANCHO CUCAMONGA, CA

Past

December 6, 2000 - November 5, 2010

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

RANCHO CUCAMONGA, CA

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".

RBA WEALTH MANAGEMENT, LLC

RBA WEALTH MANAGEMENT, LLC | RHETT ADVISORS, LLC

CRD#: 291029 / SEC#: 801-112189

RIA

Registered Investment Advisory firm - (12/20/2017 Approved)

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.

Highlighted states indicate IAR registrations

IAR

California
(9/28/2017)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/14/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/4/2000

General Securities Representative Examination

Current Firm

RBA WEALTH MANAGEMENT, LLC

RBA WEALTH MANAGEMENT, LLC | RHETT ADVISORS, LLC

CRD#: 291029 / SEC#: 801-112189

RIA

Registered Investment Advisory firm - (12/20/2017 Approved)

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Contact information

Main Address

520 Newport Center Drive Suite 740, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 945-2104

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR RBA WEALTH MANAGEMENT, LLC (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,191
AUM (Assets Under Management)	$ 403,525,885

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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Mark E. Deily

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Deily's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEIMARK CORP

RBA WEALTH MANAGEMENT, LLC

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

RBA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2017

Series 66

Date: 11/14/2003

Series 7

Date: 12/4/2000

Current Firm

RBA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RBA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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