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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-03 |
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