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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
2003 South Horsebarn Road Suite 4, Rogers, AR 72758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beall Barclay & Company, Plc | Rogers | AR | 01/1997 | 10/2018 |
| 1St Global Capital Corp. | Rogers | AR | 08/2006 | 10/2019 |
| 1St Global Advisors, Inc. | Rogers | AR | 10/2006 | 10/2019 |
| Avantax Insurance Services, Inc. | Rogers | AR | 03/2007 | 09/2025 |
| Landmark Cpa, Plc | Fort Smith | AR | 10/2018 | Present |
| Avantax Advisory Services | Rogers | AR | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Rogers | AR | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Rogers | AR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LANDMARK FINANCIAL, LLC POSITION: referring advisor NATURE: referring financial advisor (CPA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 25 START DATE: 10/01/2018 ADDRESS: 2003 S Horsebarn Rd, #4, Rogers AR 72758, United States DESCRIPTION: referring financial advisor (CPA).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-09 |
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