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520 Newport Center Drive Suite 740, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-11-21 |
Branch Locations
9121 Haven Avenue Suite 200, Rancho Cucamonga, CA 91730 • United States
9121 Haven Avenue Suite 130, Rancho Cucamonga, CA 91730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-09-28 |
Branch Locations
9121 Haven Avenue Suite 130, Rancho Cucamonga, CA 91730 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davidson, Deily And Company Pc, Cpa | Rancho Cucamonga | CA | 01/1997 | 11/2016 |
| Deily & Company Pc Cpas | Rancho Cucamonga | CA | 06/2016 | Present |
| Deimark Corp | Rancho Cucamonga | CA | 06/2017 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-31 |
| S66 | Uniform Combined State Law Examination | 2003-11-14 |
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