Adam Detweiler Savanick

Current Employers

Employment History

• 08/2011 → Present
  (Dba) Ld&B Insurance Agency
  Harrisonburg, VA
• 09/2012 → 02/2025
  Concourse Financial Group Securities Inc
  Harrisonburg, VA
• 10/2007 → Present
  Bna Stores Inc
  Scottdale, PA
• 08/2011 → Present
  Ld&B Insurance And Financial Services
  Harrisonburg, VA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Harrisonburg, VA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-09-06 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Harrisonburg, VA
  Harrisonburg, VA
  Birmingham, AL
• 2011-10-05 → 2012-09-06
  First Heartland Consultants, Inc.
  Harrisonburg, VA
• 2009-07-02 → 2011-09-29
  Concourse Financial Group Securities, Inc.
  Harrisonburg, VA
• 2008-09-15 → 2009-07-02
  Everence Trust Company
  Harrisonburg, VA
  Goshen, IN

Other Businesses

1) (dba) LD&B INSURANCE AGENCY; Investment Related; 205 A South Liberty Street, Harrisonburg, VA 22801; Insurance and Financial Services; Insurance Agent; 160 hours per month; Start Date 08/2011; Sales and service of life insurance and fixed annuity products. >> 2) LD&B INSURANCE AND FINANCIAL SERVICES; Investment Related; 205 South Liberty Street, Harrisonburg, VA 22801; Insurance and Financial Services; Insurance Agent; Start Date 09/2011; 160 hours per month; Sales and service of life, disability, investments, and annuity insurance products. >> 3) BNA STORES INC; Non-Investment Related; 165 Pittsburgh Street, Scottdale, PA 15683; Retail Sales; Treasurer; Start Date 10/2007; 1 hour per month; Periodic board meetings to discuss the operations of the corporation. >> 4) BNA PROPERTIES LLC; Non-Investment Related; 165 Pittsburgh Street, Scottdale, PA 15683; Real Estate; Partner; Start Date 09/2011; No hours per month; This LLC was established to hold real estate properties related to our family business, BNA Stores Inc. >> 5) LANDLORD; Non-Investment Related; 1244 Frost Pl, Harrisonburg, VA 22802; Real Estate; Owner; Start Date 02/2017; No hours per month; Rental property in Harrisonburg, VA. A property manager oversees the real estate duties. >> 6) LD&B ESOP; Non-Investment Related; 205 S Liberty Street, Harrisonburg, VA 22801; Other; Trustee; Start Date 04/2023; 4 hours per month with no hours occurring during trading hours; As one of three trustees for this employee stock ownership plan my duties include reviewing the valuation of the company and the corresponding stock price each year and appointing the LD&B board of directors. >> 7) (dba) LD&B FINANCIAL GROUP; Investment Related; 205 S Liberty Street, Harrisonburg, VA 22801; Insurance; Financial Planner; Start Date 08/2023; 16 hours per month with part of those hours per month occurring during trading hours; Sales and service of fixed annuity, life, disability and long-term care insurance products. >> 8) ON THE ROAD COLLABORATIVE; Non-Investment Related; 85 West Gay Street, Harrisonburg, VA 22802; Board Member; Treasurer; Start Date 07/2024; 2 hours per month with no hours per month occurring during trading hours; Participant in periodic board meetings, review financial statements and report to the board of directors. 9) NAME OF OTHER BUSINESS: BOYS AND GIRLS CLUB HARRISONBURG ROCKINGHAM; INVESTMENT RELATED: NO; ADDRESS: 620 SIMMS AVE HARRISONBURG, VA 22802; NATURE OF BUSINESS: NON PROFIT; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS WITH GOAL OF ACHIEVING YOUTH DEVELOPMENT WITHIN THE COMMUNITY; 10) NAME OF OTHER BUSINESS: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS: 353 LOWER CAMP RD MCHENRY MD 21541 NATURE OF BUSINESS: SHORT TERM RENTAL START DATE: 03/15/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LANDLORD RESPONSIBILITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-12
• S63 Uniform Securities Agent State Law Examination
  2007-11-08

Designations