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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 | Fort Smith | AR | 12/1991 | 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, Inc. | Fort Smith | AR | 03/2006 | 09/2025 |
| Landmark Cpa, Plc | Fort Smith | AR | 10/2018 | 10/2018 |
| Avantax Advisory Services | Fort Smith | AR | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Fort Smith | AR | 10/2019 | 09/2025 |
| Landmark Plc Cpas | Fort Smith | AR | 10/2018 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Fort Smith | AR | 05/2004 | 09/2025 |
| Cetera Wealth Services, Llc | Fort Smith | AR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LANDMARK FINANCIAL LLC POSITION: Member NATURE: Changing Name of Beall Barclay Wealth Management LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2018 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: CPA referring business to financial advisors 2) LANDMARK PLC CPAS POSITION: Member NATURE: Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 190 SECURITIES TRADING HOURS: 190 START DATE: 10/13/2018 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Tax Partner in an accounting firm. I prepare and review tax returns for clients for a fee. 3) PAUL RICHARD MOSER TRUST POSITION: POA NATURE: POA for the trustee of the trust INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 10/12/2023 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Request payments from the trust to be made for medical bills and regular expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-11 |
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