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Hannah Renee Nolan

Werba Rubin Papier Wealth Management, LLC

San Jose, CA

Salem, VA

CRD 7838291

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Employer firm

Werba Rubin Papier Wealth Management, LLC CRD 139237

$1.40B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

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 2026-08-07
VA RA APPROVED 2026-08-07
  • CA RA
    APPROVED
    Since 2026-08-07
  • VA RA
    APPROVED
    Since 2026-08-07

Branch Locations

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

Salem, VA • 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
Ann Taylor Loft Roanoke VA 11/2018 01/2019
Liberty University Lynchburg VA 08/2015 05/2019
Coca-Cola Bottling Company Consolidated Roanoke VA 05/2017 10/2017
Raffa, P.C. Washington DC 06/2018 08/2018
Brown Edwards Lynchburg VA 02/2019 04/2019
Pya Waltman Capital Knoxville TN 09/2019 10/2023
Sageview Advisory Group Knoxville TN 11/2023 07/2024
Beacon Wealth Roanoke VA 06/2024 07/2025
Student Roanoke VA 08/2014 05/2017
Unemployed Roanoke VA 06/2019 08/2019
Werba Rubin Papier Wealth Management, Llc San Jose CA 07/2026 Present
Beacon Wealth Roanoke VA 08/2025 07/2026
  • 11/2018 → 01/2019
    Ann Taylor Loft
    Roanoke, VA
  • 08/2015 → 05/2019
    Liberty University
    Lynchburg, VA
  • 05/2017 → 10/2017
    Coca-Cola Bottling Company Consolidated
    Roanoke, VA
  • 06/2018 → 08/2018
    Raffa, P.C.
    Washington, DC
  • 02/2019 → 04/2019
    Brown Edwards
    Lynchburg, VA
  • 09/2019 → 10/2023
    Pya Waltman Capital
    Knoxville, TN
  • 11/2023 → 07/2024
    Sageview Advisory Group
    Knoxville, TN
  • 06/2024 → 07/2025
    Beacon Wealth
    Roanoke, VA
  • 08/2014 → 05/2017
    Student
    Roanoke, VA
  • 06/2019 → 08/2019
    Unemployed
    Roanoke, VA
  • 07/2026 → Present
    San Jose, CA
  • 08/2025 → 07/2026
    Beacon Wealth
    Roanoke, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-10-18
Designations
  • Certified Financial Planner
Other Names
  • Hannah Renee Bryant
  • Hannah Renee Mauldin

View on SEC IAPD

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