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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
3101 South 70Th Street, Fort Smith, AR 72903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beall Barclay & Company, Plc, Cpas | Van Buren | AR | 01/1989 | 10/2018 |
| 1St Global Capital Corp. | Fort Smith | AR | 07/2002 | 10/2019 |
| 1St Global Advisors, Inc. | Fort Smith | AR | 01/2003 | 10/2019 |
| Avantax Insurance Services | Fort Smith | AR | 05/2005 | 09/2025 |
| Landmark Cpa, Plc | Fort Smith | AR | 10/2018 | Present |
| Avantax Investment Services, Inc. | Fort Smith | AR | 10/2019 | 09/2025 |
| Avantax Advisory Services | Fort Smith | AR | 10/2019 | 09/2025 |
| Landmark Plc, Certified Public Accountants | Fort Smith | AR | 01/1989 | Present |
| Cetera Wealth Services, Llc | Fort Smith | AR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) COMPASS PROPERTIES OF FORT SMITH, LLC POSITION: LLC member NATURE: Commercial building rented to CPA firm. This entity purchased from 3101, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2021 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: No job responsibilities, investor in building that is rented to the CPA firm, where I am an active partner. 2) DULCINEA'S DOG GROOMING AND BOARDING (SCH C) POSITION: CARE FOR DOGS NATURE: SHOW POODLES INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: Ft Smith AR , United States DESCRIPTION: Care for dogs 3) LANDMARK FINANCIAL, LLC POSITION: Referring advisor NATURE: Referring advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2018 ADDRESS: 3101 S. 70th St., Fort Smith AR 72903, United States DESCRIPTION: Referring advisor 4) LANDMARK PLC, CERTIFIED PUBLIC ACCOUNTANTS POSITION: Member NATURE: Full service certified public accounting firm. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/16/1989 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Member (partner) in the firm responsible for accounting and auditing engagements, tax return preparation, consulting, fraud engagements, and accounting services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-13 |
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