Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
| 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 |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-05 |
Reach out to this advisor