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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-20 |
Branch Locations
201 Osage Lane Suite 1, Waynesboro, VA 22980 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Waynesboro | VA | 11/2004 | 02/2025 |
| (Dba) Weaver Insurance And Financial Advisors | Waynesboro | VA | 08/2014 | Present |
| Concourse Financial Group Securities Inc | Waynesboro | VA | 10/2005 | 02/2025 |
| Cetera Wealth Services, Llc | Waynesboro | VA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
| Ld&B Financial Group | Crozet | VA | 03/2026 | Present |
| Ld&B Insurance And Financial Services | Crozet | VA | 04/2026 | Present |
| Ld&B Insurance Agency, Inc. | Waynesboro | VA | 04/2026 | Present |
1. (dba) WEAVER INSURANCE AND FINANCIAL ADVISORS; Investment Related; 201 Osage Lane, Suite 1, Waynesboro, VA 22980; Insurance and Investment Services; Financial Professional; Start Date 08/2014; 5 hours per month; Insurance and Investment sales and service. 2. INSFIN LLC; Non-Investment Related; 201 Osage Lane, Suite 1, Waynesboro, VA 22980; Real Estate; Landlord/Partner; Start Date 02/2009; 3 hours per month; Commercial office building. 3. JMS HOLDINGS LLC; Non-Investment Related; 403 Fennel Road, Crozet, VA 22932; Real Estate; Member; Start Date 04/2014; 20 hours per month; Business activities involve owning and managing rental units of properties just purchased. 4. LD&B Financial Group INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 3/1/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. LD&B INSURANCE AND FINANCIAL SERVICES INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 4/10/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: LD&B INSURANCE AGENCY, INC.; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 4/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE & SERVICE OF FIXED INSURANCE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-22 |
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