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Current Employers
Alterna Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-23
TX RA APPROVED 2022-08-30
  • CA RA
    APPROVED
    Since 2023-10-23
  • TX RA
    APPROVED
    Since 2022-08-30

Branch Locations

19134 Stone Oak Parkway Suite 200, San Antonio, TX 78258 • United States

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
Student/Unemployed San Antonio TX 10/2011 05/2018
Bright Lakes Real Estate San Antonio TX 07/2018 04/2021
Unemployed San Antonio TX 05/2021 09/2021
Alterna Securities San Antonio TX 09/2021 Present
  • 10/2011 → 05/2018
    Student/Unemployed
    San Antonio, TX
  • 07/2018 → 04/2021
    Bright Lakes Real Estate
    San Antonio, TX
  • 05/2021 → 09/2021
    Unemployed
    San Antonio, TX
  • 09/2021 → Present
    Alterna Securities
    San Antonio, TX
Other Businesses

Owner of House of Regent LLC, developed for real estate management, no compensation, beginning date of December 2023, limited hours devoted to this activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-13
  • S66 Uniform Combined State Law Examination
    2022-08-13

View on SEC IAPD

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