Katherine Jean Myers

Current Employers

Employment History

• 12/1999 → 10/2018
  Beall Barclay & Company, Plc
  Fort Smith, AR
• 06/2015 → 10/2019
  1St Global Capital Corp.
  Fort Smith, AR
• 06/2015 → 10/2019
  1St Global Advisors, Inc.
  Fort Smith, AR
• 10/2018 → Present
  Landmark Cpa, Plc
  Fort Smith, AR
• 07/2018 → 09/2025
  Avantax Insurance Agency, Llc.
  Fort Smith, AR
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Fort Smith, AR
• 10/2019 → 09/2025
  Avantax Advisory Services
  Fort Smith, AR
• 02/2018 → Present
  United Way Agency Of Fort Smith, Ar
  Fort Smith, AR
• 01/2015 → Present
  Landmark Plc, Cpas
  Fort Smith, AR
• 07/2018 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Fort Smith, AR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fort Smith, AR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Fort Smith, AR
• 2016-06-14 → 2019-10-25
  1St Global Advisors Inc
  Fort Smith, AR

Other Businesses

1) LANDMARK FINANCIAL, LLC POSITION: referring advisor NATURE: Financial services - Referring Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Financial services - Referring Advisor 2) COMPASS PROPERTIES OF FORT SMITH, LLC POSITION: member/partner NATURE: LLC established to purchase/lease the building/real estate used by Landmark Financial/CPAs in Fort Smith AR. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2021 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Owner/member of the LLC. 3) ARKANSAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS STUDENT EDUCATION FUND POSITION: President NATURE: Based on donations made to the fund through the ARCPA and other, we allocate scholarships to accounting students in Arkansas colleges and universities that intend to obtain their CPA license. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2017 ADDRESS: 11300 Executive Park Center Drive, Little Rock AR 72211, United States DESCRIPTION: Oversight of the fund, approval of applicants and allocation of scholarships, running meetings. 4) MICHAEL LEWIS LEJONG ESTATE POSITION: administrator NATURE: administrator of my husband's estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2021 ADDRESS: n/a, Fort Smith AR 72903, United States DESCRIPTION: administrator of my husband's estate 5) BARN STUDIO PROPERTIES, LLC POSITION: owner/member NATURE: Rental Entity - owns and rents a commercial building INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2021 ADDRESS: 6400 Riley Park Drive, Fort Smith AR 72916, United States DESCRIPTION: 33.33% silent owner. I have no job responsibilities. I have NO check signing authority. I have not currently guaranteed the debt. 6) UNITED WAY AGENCY OF FORT SMITH, AR POSITION: allocation panel NATURE: I participate on a panel that evaluates the agencies applications for funding. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/21/2018 ADDRESS: 320 S 18th Street, fort smith AR 72901, United States DESCRIPTION: same as above. 7) LANDMARK PLC, CPAS POSITION: member NATURE: member/partner in a CPA firm - referring CPAs INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2015 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Member of a CPA firm. Manage client relationships, tax and consulting compliance and planning work for clients, accounting services/bookkeeping activities, manage staff and the tax department.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-13

Other Names

• Katie Lejong
• Katie Cox
• Katherine Cox
• Katherine Jean Lejong