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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 | 2026-07-31 |
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 |
|---|---|---|---|---|
| Ld&B Financial Group | Harrisonburg | VA | 05/2026 | Present |
| Hantzmon Wiebel Llp | Charlottesville | VA | 05/2025 | 08/2025 |
| Ld&B Insurance And Financial Services | Harrisonburg | VA | 01/2025 | 05/2025 |
| Ld&B Insurance And Financial Services | Harrisonburg | VA | 05/2024 | 08/2024 |
| James Madison University | Harrisonburg | VA | 08/2022 | 05/2026 |
| Jimmy John's | Midlothian | VA | 11/2021 | 05/2024 |
| Allen D. Nease High School | Ponte Vedra Beach | FL | 09/2020 | 07/2021 |
| Ben & Jerry's | Ponte Vedra Beach | FL | 12/2020 | 03/2021 |
| Midlothian High School | Midlothian | VA | 08/2021 | 06/2022 |
| Allen D. Nease High School | Ponte Vedra Beach | FL | 08/2018 | 06/2021 |
| Downingtown Middle School | Downingtown | PA | 07/2016 | 08/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | 07/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2026 | Present |
1. NAME OF OTHER BUSINESS: LD&B FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: ASSOCIATE FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-29 |
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