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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

18830 Forty Six Pkwy Bldg 2, Ste A, Spring Branch, TX 78070 • United States

8620 N New Braunfels Ave Ste 110, San Antonio, TX 78217 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coleman, Horton & Company Llp Uvalde TX 01/2012 12/2021
Myres Cpa Pllc Spring Branch TX 11/2021 Present
Mesa Wealth Llc San Antonio TX 05/2022 06/2024
Mesa Advisory Group Llc San Antonio TX 07/2022 Present
Avantax Advisory Services Spring Branch TX 07/2024 09/2025
Twobar Seven Holdings Llc Spring Branch TX 03/2017 Present
Sehm Investments Llc Spring Branch TX 05/2019 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/2012 → 12/2021
    Coleman, Horton & Company Llp
    Uvalde, TX
  • 11/2021 → Present
    Myres Cpa Pllc
    Spring Branch, TX
  • 05/2022 → 06/2024
    Mesa Wealth Llc
    San Antonio, TX
  • 07/2022 → Present
    Mesa Advisory Group Llc
    San Antonio, TX
  • 07/2024 → 09/2025
    Avantax Advisory Services
    Spring Branch, TX
  • 03/2017 → Present
    Twobar Seven Holdings Llc
    Spring Branch, TX
  • 05/2019 → Present
    Sehm Investments Llc
    Spring Branch, TX
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2024-07-24 → 2025-09-05
    Avantax Advisory Services
    San Antonio, TX
    Spring Branch, TX
  • 2023-09-05 → 2024-06-13
    Mesa Wealth Llc
    San Antonio, TX
  • 2011-05-09 → 2011-06-15
    Addison, TX
Other Businesses

1) TWOBAR SEVEN HOLDINGS LLC POSITION: Member NATURE: LLC engaged in residential real estate and rentals. Currently, no properties are owned by the entity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2017 ADDRESS: 18830 Forty Six Pkwy Bldg 2 Ste A, Spring Branch TX 78070, United States DESCRIPTION: Managing partner overseeing administrative activities and potential real estate investment opportunities. 2) SEHM INVESTMENTS LLC POSITION: Member NATURE: residential real estate investment INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2019 ADDRESS: 18830 Forty Six Pkwy Bldg 2 Ste A, Spring Branch TX 78070, United States DESCRIPTION: managing partner overseeing real estate investment opportunities and administrative duties, currently no assets held by the entity 3) MYRES CPA PLLC POSITION: President NATURE: Certified public accounting firm offering accounting and tax services for individuals and small business. These services include tax compliance, tax planning, accounting and bookkeeping services, virtual CFO services, and business consulting. Additional services will include wealth management services. These services include financial planning and investment planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 11/19/2021 ADDRESS: 18830 Forty Six Pkwy Bldg 2 Ste A, Spring Branch TX 78070, United States DESCRIPTION: Duties and responsibilities include 4) tax preparation and review for individuals and businesses tax planning services accounting services and virtual CFO services and consulting management of staff administrative duties such as billing, invoicing, and payables sales and new client acquisition financial planning investment planning 5) MESA ADVISORY GROUP LLC POSITION: Member NATURE: Business advisory services to help businesses improve their performance and achieve their goals. This includes analyzing current operations, identifying areas for improvement, developing strategic plans, and implementing solutions to enhance efficiency, profitability, and growth. Business advisors work closely with clients to address challenges, capitalize on opportunities, and navigate complex business environments.? INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2022 ADDRESS: 8620 N New Braunfels Ave, Ste 110, San Antonio TX 78217, United States DESCRIPTION: accounting services and bookkeeping accounts payable consulting services to clients listed in (4) above billing and invoicing clients for services rendered prepare tax returns

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-13
  • S66 Uniform Combined State Law Examination
    2011-03-13
Designations
Other Names
  • Trevor Myres

View on SEC IAPD

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