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Current Employers
Alterna Wealth Management, Inc.

2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-28
TX RA APPROVED 2024-07-15
  • FL RA
    APPROVED
    Since 2026-01-28
  • TX RA
    APPROVED
    Since 2024-07-15

Branch Locations

2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • 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
Citigroup Global Markets Inc. Houston TX 11/2018 03/2024
Alterna Securities, Inc. Houston TX 07/2024 Present
Alterna Wealth Management, Inc. Houston TX 07/2024 Present
Citibank N.A. Miami FL 01/2010 11/2018
Unemployed Houston TX 04/2024 06/2024
Previous Registrations
Other Businesses

Rental Property - Miami, FL; Investment-related; Affiliation started on 07/15/2019; Title: Owner-Lessor; Duties: Collecting monthly rent; 0 hours devoted each month during securities trading hours; 1 hour devoted each month during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-15
  • S66 Uniform Combined State Law Examination
    2008-12-15

View on SEC IAPD

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