Best Investors
Account
Sign in
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
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 |
|---|---|---|---|---|
| Landmark Plc, Cpas | Little Rock | AR | 10/2016 | Present |
| Mann Hasson & Co, Pa | Little Rock | AR | 11/2013 | 10/2016 |
| Avantax Advisory Services | Little Rock | AR | 02/2024 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)CENTRAL AR MONTESSORI, INC POSITION: Treasurer NATURE: Treasurer on board of directors. This is a small, non-profit elementary school. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 900 MIssion Road, North Little Rock AR 72118, United States DESCRIPTION: Treasurer on board of directors-assist with quickbooks, assist with tax return preparation, attend quarterly board meetings, vote in decisions by the board, attend school events 2)LANDMARK PLC, CPAS POSITION: Senior Tax Manager NATURE: Consult and file tax returns for business and individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/13/2016 ADDRESS: 200 W Capitol Ave, Suite 1700, Little Rock AR 72201, United States DESCRIPTION: Consultation on financials and tax related work.Review and filing of tax returns for clients.Mangement of tax department. 3)ARKANSAS EMERGING CPAS COMMITTEE POSITION: member NATURE: To stimulate involvement and interest of young CPAs and those seeking CPA status in the ARCPA and increase participation by new CPAs and those seeking CPA status at ARCPA events. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 11300 Executive Center Dr, LIttle Rock AR 72211, United States DESCRIPTION: Planning for CPE, participate in meetings, assist with EQUIP conference
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-25 |
Reach out to this advisor