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1732 North 1St Street Suite 220, San Jose, CA 95112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
| VA | RA | APPROVED | 2026-08-07 |
Branch Locations
1732 North 1St Street Suite 220, San Jose, CA 95112 • United States
Salem, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-18 |
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