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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
Weaver Insurance & Financial Advisors Waynesboro VA 11/2022 Present
Concourse Financial Group Securities Inc Waynesboro VA 11/2022 12/2022
Concourse Financial Group Securities Inc Waynesboro VA 12/2022 02/2025
Bridgewater College Bridgewater VA 05/2020 12/2022
Liberty University Lynchburg VA 05/2019 05/2020
Eastern Mennonite School Harrisonburg VA 05/2017 05/2019
Waynesboro High School Waynesboro VA 05/2014 05/2017
Concourse Financial Group Securities Inc Waynesboro VA 03/2023 02/2025
Cetera Wealth Services, Llc Waynesboro VA 02/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2025 Present
Ld&B Insurance And Financial Services Waynesboro VA 04/2026 Present
  • 11/2022 → Present
    Weaver Insurance & Financial Advisors
    Waynesboro, VA
  • 11/2022 → 12/2022
    Concourse Financial Group Securities Inc
    Waynesboro, VA
  • 12/2022 → 02/2025
    Concourse Financial Group Securities Inc
    Waynesboro, VA
  • 05/2020 → 12/2022
    Bridgewater College
    Bridgewater, VA
  • 05/2019 → 05/2020
    Liberty University
    Lynchburg, VA
  • 05/2017 → 05/2019
    Eastern Mennonite School
    Harrisonburg, VA
  • 05/2014 → 05/2017
    Waynesboro High School
    Waynesboro, VA
  • 03/2023 → 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 Insurance And Financial Services
    Waynesboro, VA
Previous Registrations
  • 2023-03-21 → 2025-02-20
    Concourse Financial Group Securities, Inc.
    Waynesboro, VA
    Birmingham, AL
Other Businesses

1. WEAVER INSURANCE & FINANCIAL ADVISORS; Investment Related; 201 Osage Lane, Waynesboro, VA 22980; Financial Services; 1) Administrative Support (11/2022 TO 03/2023); 2) Financial Adviser (03/2023 to Present);160 hours per month with the majority of hours per month occurring during trading hours; Providing investment advisory services. 2. NAME OF OTHER BUSINESS: LD&B FINANCIAL GROUP; 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; 3. NAME OF OTHER BUSINESS: LD&B INSURANCE AGENCY, INC. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 4/10/2026, 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; 4. 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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-21
S63 Uniform Securities Agent State Law Examination 2023-03-03
  • S66 Uniform Combined State Law Examination
    2023-03-21
  • S63 Uniform Securities Agent State Law Examination
    2023-03-03
Designations
Other Names
  • Zach Hatter
  • Zachary Hatter

View on SEC IAPD

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