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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-13 |
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