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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 | Fort Smith And Russellville | AR | 12/1999 | 10/2018 |
| 1St Global Capital Corp. | Russellville | AR | 06/2016 | 10/2019 |
| 1St Global Advisors, Inc. | Russellville | AR | 06/2016 | 10/2019 |
| Landmark Cpa, Plc | Fort Smith | AR | 10/2018 | Present |
| Avantax Insurance Services | Fort Smith | AR | 07/2018 | 09/2025 |
| Avantax Advisory Services | Fort Smith | AR | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Fort Smith | AR | 10/2019 | 09/2025 |
| Landmark Plc, Certified Public Accountants | Fort Smith | AR | 10/2018 | Present |
| Landmark Financial, Llc | Fort Smith | AR | 10/2018 | 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: Member NATURE: Limited Liability Company established to purchase and hold commercial real estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/31/2021 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Minority owner/member. I will assist the managing member oversee the operations of the LLC including the collection of revenues, payment of expenses, etc. I will also assist in assuring the LLC stays in compliance with all laws and regulations. 2) LANDMARK FINANCIAL, LLC POSITION: REFERRING ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2018 ADDRESS: 3101 SOUTH 70TH STREET, FORT SMITH AR 72903, United States DESCRIPTION: REFERRING ADVISOR 3) LANDMARK PLC, CERTIFIED PUBLIC ACCOUNTANTS POSITION: CPA Member NATURE: Public Accounting Services INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2018 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: CPA Member/owner that provides public accounting services to clients, overseeing staff, managing business book.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-21 |
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