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Current Employers
Werba Rubin Papier Wealth Management, Llc

1732 North 1St Street Suite 220, San Jose, CA 95112 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-04
  • CA RA
    APPROVED
    Since 2019-01-04

Branch Locations

1732 North 1St Street Suite 220, San Jose, CA 95112 • 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
OrganizationCityStateFromTo
Cereus Investment Inc. San Jose CA 06/2012 Present
Cereus Corporation San Jose CA 07/2010 Present
Werba Rubin Tax Services, Inc. San Jose CA 06/2018 Present
  • 06/2012 → Present
    Cereus Investment Inc.
    San Jose, CA
  • 07/2010 → Present
    Cereus Corporation
    San Jose, CA
  • 06/2018 → Present
    Werba Rubin Tax Services, Inc.
    San Jose, CA
Other Businesses

CEREUS INVESTMENT INC., 2809 HOSTETTER RD, SAN JOSE, CA 95132 FROM 6/22/2012 TO PRESENT CEO, NON-SECURITY RELATED REAL ESTATE BROKERAGE, BOOKKEEPING, TAX PREPARATION Approximately 10 hours per month during securities trading hours // CEREUS CORPORATION, 2809 HOSTETTER RD, SAN JOSE, CA 95132 FROM 7/28/2010 TO PRESENT CFO, NON-SECURITY RELATED CONSTRUCTION COMPANY Approximately 20 hours per month during securities trading ours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-04
  • S65 Uniform Investment Adviser Law Examination
    2019-01-04

View on SEC IAPD

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