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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beall Barclay & Company, Plc | Fort Smith | AR | 01/2006 | 10/2018 |
| 1St Global Capital Corp. | Fort Smith | AR | 05/2017 | 10/2019 |
| 1St Global Advisors, Inc. | Fort Smith | AR | 05/2017 | 10/2019 |
| Landmark Cpa, Plc | Fort Smith | AR | 10/2018 | Present |
| Avantax Insurance Services, Inc. | Fort Smith | AR | 07/2018 | 09/2025 |
| Avantax Advisory Services | Fort Smith | AR | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Fort Smith | AR | 10/2019 | 09/2025 |
| Landmark Plc, Certified Public Accountants | Fort Smith | AR | 01/2006 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Fort Smith | AR | 07/2018 | 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: Referring advisor NATURE: Referring advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2018 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, DESCRIPTION: Referring advisor 2) JC2 PROPERTIES OF FORT SMITH, LLC POSITION: Partner NATURE: Partnership established to purchase and hold residential real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 09/30/2021 ADDRESS: 14318 Country Ridge Way, Fort Smith AR 72916, DESCRIPTION: Partner. I will oversee the operations of the partnership including the collection of revenues, payment of expenses, etc. I will also assist in assuring the partnership stays in compliance with all laws and regulations. 3) COMPASS PROPERTIES OF FORT SMITH, LLC POSITION: Partner NATURE: Partnership established to purchase and hold commercial real estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 10/31/2021 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, DESCRIPTION: Managing Partner. I will oversee the operations of the partnership including the collection of revenues, payment of expenses, etc. I will also assist in assuring the partnership stays in compliance with all laws and regulations. 4) PLC, CERTIFIED PUBLIC ACCOUNTANTS POSITION: Member NATURE: Accounting firm that provides consulting, tax, A&A, bookkeeping, and other services to clients. INVESTMENT RELATED: No NUMBER OF HOURS: 220 SECURITIES TRADING HOURS: 130 START DATE: 01/06/2006 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Member of the firm overseeing the firm's operations and employees. Prepare and sign tax returns and A&A reports. Referring advisor to Landmark Financial
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
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