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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 & Company | Rogers | AR | 09/1995 | 10/2018 |
| 1St Global Capital Corp. | Rogers | AR | 01/2016 | 10/2019 |
| 1St Global Advisors, Inc. | Rogers | AR | 01/2016 | 10/2019 |
| Landmark Cpa, Plc | Rogers | AR | 10/2018 | Present |
| Avantax Investment Services, Inc | Rogers | AR | 10/2019 | 09/2025 |
| Avantax Advisory Services | Rogers | AZ | 10/2019 | 09/2025 |
| Landmark Plc Cpas | Rogers | AR | 09/2018 | Present |
| Cetera Wealth Services, Llc | Rogers | AR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LANDMARK FINANCIAL LLC POSITION: Referring Advisor NATURE: Tax-centric wealth management and advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 2003 S Horsebarn Rd, Suite 4, Rogers AR 72758, United States DESCRIPTION: Advisor 2) LANDMARK PLC CPAS POSITION: Non-Equity Member NATURE: CPA Practice. INVESTMENT RELATED: No NUMBER OF HOURS: 168 SECURITIES TRADING HOURS: 130 START DATE: 09/28/2018 ADDRESS: 2003 South Horsebarn Road, Suite 4, Rogers AR 72758, United States DESCRIPTION: Tax return preparation and various consulting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-18 |
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