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13750 San Pedro Ave, Suite 730, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-24 |
Branch Locations
13750 San Pedro Ave, Suite 730, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Composed Financial Management, Pllc | San Antonio | TX | 09/2014 | 08/2018 |
| Composedpro, Inc. | San Antonio | TX | 09/2018 | Present |
| Merlin1 | San Antonio | TX | 01/2015 | 09/2023 |
| Made In The Shade | San Antonio | TX | 10/2023 | Present |
| Matt Schwegman, Cpa Pllc | San Antonio | TX | 01/2015 | Present |
| Composed Financial Management, Pllc | San Antonio | TX | 09/2018 | Present |
EMPLOYER: MATT SCHWEGMAN, CPA PLLC BUSINESS: NON-INVESTMENT RELATED ADDRESS: 22235 MIDBURY; SAN ANTONIO, TX 78259 NATURE OF BUSINESS: TAX PREPARER TITLE: PRESIDENT HOURS PER MONTH: 4 HOURS DURING SECURITIES TRADING HOURS: 0 DUTIES: INCOME TAX PREPARATION EMPLOYER: COMPOSED FINANCIAL MANAGEMENT, PLLC BUSINESS: NON-INVESTMENT RELATED ADDRESS: 22235 MIDBURY; SAN ANTONIO, TX 78259 NATURE OF BUSINESS: SMALL BUSINESS ACCOUNTING AND FINANCIAL CONSULTING TITLE: PRESIDENT HOURS PER MONTH: 4 HOURS DURING SECURITIES TRADING HOURS: 0 DUTIES: SMALL BUSINESS CONSULTANT EMPLOYER: MADE IN THE SHADE BUSINESS: NON-INVESTMENT RELATED ADDRESS: 2523 BOARDWALK ST; SAN ANTONIO, TX 78217 NATURE OF BUSINESS: FRANCHISOR OF CUSTOM WINDOW TREATMENTS TITLE: CFO HOURS PER MONTH: 125 HOURS DURING SECURITIES TRADING HOURS PER MONTH: 100 DUTIES: OVERSEE FINANCIAL, ACCOUNTING, AND TAX ACTIVITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-06 |
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