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2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-28 |
| IN | RA | APPROVED | 2025-08-22 |
| WA | RA | APPROVED | 2025-04-01 |
| AL | RA | APPROVED | 2023-10-06 |
| FL | RA | APPROVED | 2021-10-18 |
| CA | RA | APPROVED | 2021-08-26 |
| TX | RA | APPROVED | 2021-08-26 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 07/2019 | 07/2021 |
| Bank Of America | Houston | TX | 06/2018 | 08/2018 |
| Lazer Lanes | Columbia | MO | 02/2015 | 05/2018 |
| 76 Fireworks | Boonville | MO | 05/2017 | 07/2017 |
| Central Methodist University | Fayette | MO | 08/2014 | 05/2017 |
| University Of Missouri | Columbia | MO | 08/2017 | 07/2019 |
| Bank Of America, N.A. | Houston | TX | 09/2019 | 07/2021 |
| Alterna Securities, Inc. | Houston | TX | 08/2021 | Present |
1. Owner of dormant business, Pica Rico. It is a salsa company that is not currently active. 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: 10/3/2025 Approximate Hours Per Month: 20 Hours During Securities Trading Hours: 5 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 | 2019-11-01 |
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