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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 | 2025-03-26 |
| VA | RA | APPROVED | 2025-02-20 |
Branch Locations
1005 Heathercroft Circle, Suite 400, Crozet, VA 22932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Crozet | VA | 01/2006 | 02/2025 |
| (Dba) Weaver Insurance And Financial Advisors | Waynesboro | VA | 10/2011 | 09/2024 |
| (Dba) Oak And Shepherd Wealth Management Llc | Charlottesville | VA | 07/2024 | Present |
| Cetera Wealth Services, Llc | Crozet | VA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) OAK & SHEPHERD WEALTH MANAGEMENT LLC; Investment Related; Charlottesville, VA 22901; Insurance - Financial Services; Founder/President/Advisor; Start Date 07/2024; 40 hours per month with those 40 hours per month occurring during trading hours; Offer planning services to include insurance related products if there is a need for such by the client(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-01 |
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