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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landmark Plc, Cpas | Conway | AR | 06/2006 | Present |
| Avantax Advisory Services | Conway | AR | 01/2025 | 09/2025 |
| Landmark Plc, Cpas | Conway | AR | 06/2006 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) CONWAY FIRST CHURCH OF THE NAZARENE POSITION: Board Secretary NATURE: Nazarene Church in Conway, AR, established in 1919 with a current average attendance of approximately 200. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 518 Center Street, Conway, AR 72034, United States DESCRIPTION: Church board secretary. Attend monthly board meetings. Participate in subcommittee meetings as requested. Maintain board minutes of board meetings. Maintain official records of official church business. 2) CONWAY NOON ROTARY CLUB POSITION: Treasurer NATURE: Rotary Club in Conway, AR. Currently has a membership of approximately 90 individuals. The club has weekly meetings on Thursdays with programs highlighting organizations and activities occurring in the community. Members work together in volunteer roles to improve the lives of those in our community. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: PO Box 211, Conway, AR 72033, United States DESCRIPTION: Attend weekly club meetings. Attend monthly board meetings. Supervise monthly invoicing and member dues collections. Maintain financial records related to the club. Report financial information to the board of directors quarterly. 3) LANDMARK PLC, CPAS POSITION: Member/CPA/Partner NATURE: Public Accounting Firm. Provide tax, auditing, accounting services, and bond compliance services to businesses and individuals. This firm was formerly known as Thomas & Thomas LLP until it merged with Beall Barclay in November 2018 when it became known as Landmark PLC, CPAs INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2006 ADDRESS: 710 Merriman, Conway AR 72032, United States DESCRIPTION: Manage Bond Arbitrage Services Department. In this role, I am in charge of the Bond Arbitrage Department and am responsible for managing the day to day operations of the department. These are ultimately tax calculations. I understand that I do not and will not provide guidance on or sell bonds away from Avantax. Prepare individual, business and non-profit tax returns. Review individual, business, and nonprofit tax returns. Manage client relationships and onboard new clients. Manage the Conway location of Landmark PLC, CPAs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-22 |
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