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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
813 Sw Raintree Ln Suite 23, Bentonville, AR 72712 • United States
200 W Capitol Ave Suite 1700, Little Rock, AR 72201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fdv | Cpa And Consulting Services, Pllc | Bentonville | AR | 08/2016 | Present |
| Garland & Greenwood, Cpa's And Advisors, Pllc | Bentonville | AR | 11/2019 | 12/2024 |
| Avantax Advisory Services | Bentonville | AR | 02/2025 | 09/2025 |
| Landmark, Plc Certified Public Accountants | Little Rock | AR | 01/2025 | Present |
| Petwell Investment Holdings, Llc | Houston | TX | 12/2020 | Present |
| Landmark Financial Llc | Bentonville | AR | 01/2025 | Present |
| Hayes Street Properties, Llc | Bentonville | AR | 05/2020 | Present |
| Fdv - Real Estate Llc | Bentonville | AR | 04/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) PetWell Investment Holdings, LLC; Partner; Very small ownership in a partnership related to previous employment. This entity currently owns a Veterinary Staffing Company.; Yes; 1; 0; 12/02/2020; 3709 Sunset Blvd Houston TX 77005; I have no duties or responsibilities. I am a passive partner in this entity. 2) Garland & Greenwood, CPAs and Advisors PLLC; Manager; CPA firm providing tax prep and planning, auditing, consulting and accounting services. This entity merged it's activities with Landmark CPAs as of 1/1/2025. No revenue generating activities are happening in this entity, nor are they expected to in the future.; No; 1; 1; 11/28/2019; 813 SW Raintree Lane Bentonville AR 72712; As of 1/1/25 only responsibilities are to ensure future regulatory compliance (tax filings) and ensure residual loan payments are made. This entity will be dissolved when loans are paid off - likely 2027. 3) Hayes Street Properties, LLC; Manager; This entity owned a building that we used for our Little Rock office of our CPA firm. The building was sold in 2024. Currently this entity only holds a note receivable and will be dissolved when the note is paid. It is expected to be paid off in 2025, however the full amortization goes through 2027.; Yes; 1; 1; 05/08/2020; 813 SW Raintree Ln Bentonville AR 72712; Only current duties are to ensure note payments are received and partner distributions are made as needed. 4) FDV | CPA and Consulting Services, PLLC; Member; This entity was my original CPA firm that held the ownership of my previous CPA firm (Garland & Greenwood, CPAs). This entity now has minimal activity and will be wound down when possible.; No; 1; 1; 08/15/2016; 813 SW Raintree Ln Bentonville AR 72712; No current activity other than residual financial reporting as it winds down. This is an entity that will soon no longer be necessary. No revenue generating activities occur within this entity. 5) FDV - Real Estate LLC; Member; This is a real estate entity that holds ownership in another real estate entity (Hayes Street Properties). The only real estate that was owned in either entity was our old CPA office in Little Rock which was sold in 2024. ; Yes; 1; 1; 04/29/2020; 813 SW Raintree Ln Bentonville AR 72712; I own this entity with my wife. If we decide to do any additional real estate purchases we would use this entity. At this point the only activities are keeping it compliant. This entity is not active and there is nothing in the works. 6) Landmark Financial LLC; Member; Wealth management firm that offers customized solutions for clients. Including both individual and employer accounts. Manage individual retirement and brokerage accounts, provide investment advice. Set up retirement plans for businesses.; Yes; 10; 10; 01/01/2025; 813 SW Raintree Lane Bentonville AR 72712; I review clients financial situation, refer them to an appropriate advisor and actively work with the client and advisor on their long term financial plan. 7) Landmark, PLC Certified Public Accountants; Member; CPA firm, providing tax, audit, consulting and accounting services. A full service accounting firm.; No; 160; 116; 01/01/2025; 200 W Capitol Ave Little Rock AR 72201; As a partner/member, I am responsible for the Bentonville office. I supervise staff, meet with clients, bring in new clients, review staff work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
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