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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
TX RA APPROVED 2025-04-01
VA RA APPROVED 2025-02-20
  • TX RA
    APPROVED
    Since 2025-04-01
  • 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
Mennonite Mutual Aid (Via Weaver Insurance & Financial Advisors) Waynesboro VA 08/1997 Present
Concourse Financial Group Securities Inc Waynesboro VA 10/1997 02/2025
(Dba) Weaver Insurance & Financial Advisors Waynesboro VA 06/2006 Present
Concourse Financial Group Securities Inc Waynesboro VA 08/2000 02/2025
Cetera Wealth Services, Llc Waynesboro VA 02/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2025 Present
Ld&B Financial Group Waynesboro VA 04/2026 Present
Ld&B Insurance And Financial Services Waynesboro VA 04/2026 Present
Ld&B Insurance Agency, Inc. Waynesboro VA 04/2026 Present
Gold Cove Llc Waynesboro VA 01/2026 Present
  • 08/1997 → Present
    Mennonite Mutual Aid (Via Weaver Insurance & Financial Advisors)
    Waynesboro, VA
  • 10/1997 → 02/2025
    Concourse Financial Group Securities Inc
    Waynesboro, VA
  • 06/2006 → Present
    (Dba) Weaver Insurance & Financial Advisors
    Waynesboro, VA
  • 08/2000 → 02/2025
    Concourse Financial Group Securities Inc
    Waynesboro, VA
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    Waynesboro, VA
  • 02/2025 → Present
    Schaumburg, IL
  • 04/2026 → Present
    Ld&B Financial Group
    Waynesboro, VA
  • 04/2026 → Present
    Ld&B Insurance And Financial Services
    Waynesboro, VA
  • 04/2026 → Present
    Ld&B Insurance Agency, Inc.
    Waynesboro, VA
  • 01/2026 → Present
    Gold Cove Llc
    Waynesboro, VA
Previous Registrations
  • 2000-08-24 → 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, Ste 1, Waynesboro, VA 22980; Financial Services; Vice-President; Start Date 08/1997; 10 hours per month; A) Market and sell insurance and financial service products as well as provide financial advice. B) Mennonite Mutual Aid insurance activities are performed under the (dba) Weaver Insurance and Financial Advisors name as well. >> 2) INSFIN LLC; Non-Investment Related; 123 Osage Lane, Ste 1, Waynesboro, VA 22980; Real Estate; Owner/Landlord; Start Date 02/2009; 3 hours per month; Commercial office building. >> 3) WAYNESBORO YMCA; Non-Investment Related; 648 South Wayne Avenue, Waynesboro, VA 22980; Community Organization; Board member; Start Date 07/2021; 3 hours per month with 2 of those hours per month occurring during trading hours; Assist other committee/board members with ideas on how to raise money for capital campaign - not responsible for asking specific donors. >> 4) CHURCH; Non-Investment Related; 55 Love Road, Lyndhurst, VA 22952; Church; Chair/Church Council; Start Date 08/2014; 3 hours per month; Help with church-related decisions. >> 5) EXECUTOR; Non-Investment Related; Waynesboro, VA; Other; Executor; Start Date 01/2020; No hours per month; Executor of my parents will and estate. >> 6) HAPPY HOLLOW INC; Non-Investment Related; 1832 Westminster Road, Waynesboro, VA 22980; Board Member; 1) Officer; Start Date 04/2020 - 05/2023; 1 hour per month with no hours occurring during trading hours; Duties vary year by year (group of landowners); 2) Board Member - President; Start Date 06/2023; 1 hour per month with no hours per month during trading hours; Serve as President of small homeowners'-type association attending 4 meetings per year. >> 7) ROTARY CLUB; Non-Investment Related; Waynesboro, VA; Board Member; Board Member; Start Date 07/2024; 3 hours per month with 2 of those hours per month occurring during trading hours; Participate in monthly board meetings and perhaps in a few volunteer community projects. 8) NAME OF OTHER BUSINESS: LD&B FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 9) NAME OF OTHER BUSINESS: LD&B INSURANCE AND FINANCIAL SERVICES; 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 FINANCIAL SERVICES; 10) 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; 11) NAME OF OTHER BUSINESS: GOLD COVE LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PURCHASE REAL ESTATE;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-21
S63 Uniform Securities Agent State Law Examination 1997-11-05
  • S65 Uniform Investment Adviser Law Examination
    2000-08-21
  • S63 Uniform Securities Agent State Law Examination
    1997-11-05
Designations
Other Names
  • Chad Hatter
  • B. Chad Hatter

View on SEC IAPD

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