Mark Deily has been an investment adviser representative at RBA Wealth Management since November 2019, and is not listed among the firm’s executive officers or direct owners.
Rba Wealth Management, LLC is a Newport Beach, CA firm with $452M under management, 426 clients and 2 advisers in one office, as of its March 2026 filing.
Mark Deily’s longest registration is the current one, 9 years at Deimark Corp since 2017. Before joining RBA Wealth Management in 2019, Mark Deily was registered through 1st Global Advisors Inc.
- Rba Wealth Management, LLCCurrent– present · 6 yearsRancho Cucamonga, CA · Adviser representative · Firm CRD 291029
- Deimark CorpAlso current– present · 9 yearsRancho Cucamonga, CA · Adviser representative · Firm CRD 289280
- 1st Global Advisors Inc– · 6 yearsRancho Cucamonga, CA · Adviser representative · Firm CRD 111133
Investment adviser representative registrations
Mark Deily is registered as an investment adviser representative in California, since September 2017.
- CaliforniaSince 28 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 2017 |
| Series 66 | Uniform Combined State Law Examination | 14 November 2003 |
| Series 7 | General Securities Representative Examination | 4 December 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Edward Deily
- CRD
- 4253301
- Firm
- RBA Wealth Management · CRD 291029
- Office
- 9121 HAVEN AVENUE, SUITE 200, Rancho Cucamonga, CA 91730
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Deily work?
Mark Deily is an investment adviser representative registered through Rba Wealth Management, LLC since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Mark Deily a financial advisor?
Yes. Mark Deily has a current investment-adviser registration in California, through RBA Wealth Management since November 2019.
How many years of experience does Mark Deily have?
Mark Deily has 16 years in the financial industry, since October 2010, across 3 adviser firms.
What exams has Mark Deily passed?
Mark Deily has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in December 2000.
Where did Mark Deily work before RBA Wealth Management?
Before RBA Wealth Management, Mark Deily was registered through 1st Global Advisors Inc, November 2003 to November 2010.
Where is Mark Deily based?
Mark Deily’s registered office is in Rancho Cucamonga, CA.
Is Mark Deily registered with FINRA?
No. Mark Deily has no current broker registration.
How can I verify Mark Deily’s record?
Search CRD 4253301 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Deily’s full registration record.