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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-08 |
| VA | RA | APPROVED | 2025-02-20 |
Branch Locations
205 A South Liberty Street, Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities Inc | Harrisonburg | VA | 06/2019 | 05/2020 |
| Ld&B Insurance Agency Inc | Harrisonburg | VA | 06/2019 | Present |
| Harrisonburg City Public Schools | Harrisonburg | VA | 03/2019 | 06/2019 |
| Unemployed - Road Trip | Harrisonburg | VA | 08/2018 | 03/2019 |
| Park View Federal Credit Union | Harrisonburg | VA | 05/2016 | 08/2018 |
| Proequities Inc | Harrisonburg | VA | 03/2020 | 05/2020 |
| Concourse Financial Group Securities Inc | Harrisonburg | VA | 05/2020 | 02/2025 |
| Concourse Financial Group Securities Inc | Harrisonburg | VA | 07/2020 | 02/2025 |
| Cetera Wealth Services, Llc | Harrisonburg | VA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
| Ld&B Financial Group | Schaumburg | IL | 08/2023 | Present |
1. LD&B INSURANCE AGENCY INC; Investment Related; 205-A Liberty Street, Harrisonburg, VA 22801; Insurance; Financial Services Associate/Administrative; Start Date 06/2019; 160 hours per month with the majority of those hours occurring during trading hours; I work with an insurance agency that offers fixed insurance products. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 7/2019; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: LD&B FINANCIAL GROUP INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 40, BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, WEALTH MANAGEMENT, INVESTING, AND RISK PLANNING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-10 |
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