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2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-29 |
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 |
|---|---|---|---|---|
| Alterna Capital Management, Llc | Houston | TX | 01/2018 | Present |
| London Business School | London | 08/2016 | 06/2017 | |
| Grupo Financiero Actinver | Cdmx | 07/2017 | 12/2017 | |
| Alterna Securities, Inc. | Houston | TX | 06/2021 | Present |
| Alterna Wealth Management | Houston | TX | 06/2022 | Present |
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: 7/13/2023 Approximate Hours Per Month: 4 Hours During Securities Trading Hours: 1 Duties/Responsibilities: Selling fixed life insurance policies. Responsible for client needs analysis, policy illustrations, application processing, and policy delivery.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-25 |
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