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2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-10 |
| NV | RA | APPROVED | 2024-05-09 |
| FL | RA | APPROVED | 2023-11-07 |
| SD | RA | APPROVED | 2023-10-10 |
| CA | RA | APPROVED | 2023-10-05 |
| TX | RA | APPROVED | 2021-05-21 |
Branch Locations
2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 03/2015 | 05/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | 05/2019 |
| Efm Capital | Monterrey | 05/2019 | 12/2020 | |
| Actinver Wealth | Houston | TX | 12/2020 | Present |
| Actinver Securities | Houston | TX | 12/2020 | Present |
1.Skin care International Distributors, LLC; Investment related Yes; EDINBURG, TX; Skin care products; Business Consultant (proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 0; After business hours: 2 (Closing the business) 2. Entity Name: Alterna Insurance Address: 2800 Post Oak Blvd Ste 6300, Houston, TX 77056 Nature of Business: Independent insurance sales of fixed life insurance products. Investment Related: Yes Position/Title: Insurance Agent / Producer Start Date: 10/08/2025 Approximate Hours Per Month: 16 Hours During Securities Trading Hours: 4 Duties/Responsibilities: Selling fixed life insurance policies. Responsible for client needs analysis, policy illustrations, application processing, and policy delivery.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-14 |
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