James David Brashear

Current Employers

Employment History

• 08/2009 → Present
  Landmark Plc, Certified Public Accountants
  Fort Smith, AR
• 11/2023 → 09/2025
  Avantax Investment Services Inc.
  Fort Smith, AR
• 11/2023 → 09/2025
  Avantax Advisory Services
  Fort Smith, AR
• 08/2009 → Present
  Landmark Plc, Certified Public Accountants
  Fort Smith, AR
• 08/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Fort Smith, AR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fort Smith, AR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-03-04 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Fort Smith, AR

Other Businesses

LANDMARK FINANCIAL, LLC POSITION: Referring Certified Public Accountant NATURE: Landmark Financial, LLC is a wealth management firm that provides the following services to clients:1. Tax Planning2. Tax-Smart Investing3. Retirement Planning4. Investment Planning5. Business Planning6. Estate Planning7. Insurance Planning8. Income Protection Planning9. Special Situations Advising10. Education PlanningLandmark Financial, LLC offers securities services through Avantax Investment Services, Investment advisory services are offered through Avantax Advisory Services, Insurance services are offered through an Avantax affiliated insurance agency. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Duties and responsibilities include:1. Meeting with clients and evaluating the client's needs for wealth management services.2. Provide tax specific guidance and tax planning efforts for wealth management services.3. Provide guidance on retirement options available.4. Provide the wealth management team with updated financial information for already established wealth management clients.5. Collaborate with wealth management advisors to ensure estate plans are the most advantageous to clients. DIAMOND RAGDOLLS OF ARKANSAS, LLC POSITION: Member/Owner NATURE: Breeding of Ragdoll Cats INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2020 ADDRESS: 1375 Meadow Bridge Dr, Greenwood AR 72936, United States DESCRIPTION: Accounting of transactions of the business.Upkeep of facilities.Caring for Cats/Kittens. LANDMARK PLC, CERTIFIED PUBLIC ACCOUNTANTS POSITION: Tax Director NATURE: Landmark PLC, Certified Public Accountants is a full service public accounting firm which provides the following services to clients:1. Audit and Assurance2. Accounting and Bookkeeping3. Tax Planning and Management4. Business Consulting5. Bond Arbitrage6. Employee Benefit Plan Audit7 Forensic Accounting INVESTMENT RELATED: Yes NUMBER OF HOURS: 196 SECURITIES TRADING HOURS: 130 START DATE: 08/24/2009 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Duties and responsibilities include:1.Meeting with clients and evaluating client's needs for tax services.2. Provide tax specific guidance and tax planning efforts for the firm's clients.3. Provide guidance on retirement options available to clients.4. Provide tax research for tax related issues.5. Collaborate with the wealth management advisors to ensure estate plans are the most advantageous to clients.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-04

Other Names

• James Brashear