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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-02-20
  • VA RA
    APPROVED
    Since 2025-02-20

Branch Locations

201 Osage Lane Suite 1, Waynesboro, VA 22980 • 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
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
  • 11/2004 → 02/2025
    Concourse Financial Group Securities Inc
    Waynesboro, VA
  • 08/2014 → Present
    (Dba) Weaver Insurance And Financial Advisors
    Waynesboro, VA
  • 10/2005 → 02/2025
    Concourse Financial Group Securities Inc
    Waynesboro, VA
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    Waynesboro, VA
  • 02/2025 → Present
    Schaumburg, IL
  • 03/2026 → Present
    Ld&B Financial Group
    Crozet, VA
  • 04/2026 → Present
    Ld&B Insurance And Financial Services
    Crozet, VA
  • 04/2026 → Present
    Ld&B Insurance Agency, Inc.
    Waynesboro, VA
Previous Registrations
  • 2005-10-26 → 2025-02-20
    Concourse Financial Group Securities, Inc.
    Waynesboro, VA
    Waynesboro, VA
    Birmingham, AL
Other Businesses

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;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-17
S63 Uniform Securities Agent State Law Examination 1998-09-22
  • S65 Uniform Investment Adviser Law Examination
    2005-10-17
  • S63 Uniform Securities Agent State Law Examination
    1998-09-22
Designations
Other Names
  • Jr Showalter

View on SEC IAPD

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