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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-09-05 |
Branch Locations
2003 South Horsebarn Road Suite 4, Rogers, AR 72758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beall Barclay & Co., Plc, Cpa'S | Rogers | AR | 01/1985 | 10/2018 |
| 1St Global Capital Corp. | Rogers | AR | 08/2002 | 10/2019 |
| 1St Global Advisors, Inc. | Rogers | AR | 01/2003 | 10/2019 |
| Avantax Insurance Services, Inc. | Rogers | AR | 04/2005 | 09/2025 |
| Landmark Cpa, Plc | Fort Smith | AR | 10/2018 | Present |
| Avantax Advisory Services | Rogers | AR | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Rogers | AR | 10/2019 | 09/2025 |
| Landmark Plc Certified Public Accountants | Rogers | AR | 01/1985 | Present |
| Cetera Wealth Services, Llc | Rogers | AR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LANDMARK FINANCIAL, LLC; Referring advisor NATURE: Referring Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2018 ADDRESS: 2003 S. Horsebarn Road, Suite 4, Rogers AR 72758, US; Referring Advisor. 2) COMPASS PROPERTIES OF FORT SMITH, LLC; POSITION: Member NATURE: owns the building that is rented to Landmark CPA's and Landmark Financial INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021; ADDRESS: 2003 South Horsebarn Road, Suite 4, Rogers AR 72758, US; no duties or responsibilities. just a member of the LLC. 3) LANDMARK PLC CERTIFIED PUBLIC ACCOUNTANTS POSITION: Member NATURE: Full-service CPA firm providing tax, audit, accounting and consulting services. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/05/1985 ADDRESS: 2003 South Horsebarn Road, Suite 4, Rogers AR 72758, United States DESCRIPTION: Member overseeing client services in the areas of audit, tax, accounting services and consulting services. Review of tax returns, audit engagements and other projects as needed. Office administration member for the Rogers, AR office location. 4) Compass Properties of Fort Smith, LLC (1); Member; owns the building that is rented to Landmark CPA's and Landmark Financial; NIR; 0; 11/01/2021; 2003 South Horsebarn Road Rogers AR 72758; no duties or responsibilities. just a member of the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-30 |
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