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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 |
|---|---|---|---|---|
| Landmark Financial, Llc | Fort Smith | AR | 01/2017 | Present |
| University Of Arkansas Fort Smith | Fort Smith | AR | 10/2015 | 05/2017 |
| Edward Jones Investments | Poteau | OK | 07/2016 | 12/2016 |
| University Of Arkansas Fort Smith | Fort Smith | AR | 08/2015 | 12/2018 |
| Avantax Investment Services, Inc. | Fort Smith | AR | 10/2020 | 09/2025 |
| Avantax Advisory Services | Fort Smith | AR | 10/2020 | 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: Client Relations Coordinator NATURE: Financial advising firm, working with advisory and commission based clients INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/09/2017 ADDRESS: 3101 S. 70th St, Fort Smith AR 72903, United States DESCRIPTION: Client Meeting Preparation, Census Data Collections, 401(k) Plan preparation, Scheduling Appointments, Client Relationships 2)NETWORK OF EXECUTIVE WOMEN POSITION: Treasurer NATURE: Balance Operating and Seminar Accounts Monthly Keep Track of Member Dues owed & paidDeposits all checks for NEW (ex: seminars/events, dues, & donations) Write checks for NEW (ex: reimbursements, scholarships, & donations) 501c3 guest speakers receive a $40 donation Write invoices to members to report dues as a business expense INVESTMENT RELATED: No l;NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/07/2024 ADDRESS: P.O. Box 8413, Fort Smith AR 72902, United States DESCRIPTION: Balance Operating and Seminar Accounts Monthly Keep Track of Member Dues owed & paid Deposits all checks for NEW (ex: seminars/events, dues, & donations) Write checks for NEW (ex: reimbursements, scholarships, & donations) All 501c3 guest speakers receive a $40 donation Write invoices to members to report dues as a business expense
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-06 |
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