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2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-21 |
| OR | RA | APPROVED | 2023-10-09 |
| FL | RA | APPROVED | 2022-02-11 |
| CA | RA | APPROVED | 2022-01-25 |
| TX | RA | APPROVED | 2021-07-26 |
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 |
|---|---|---|---|---|
| Trinity University | San Antonio | TX | 08/2013 | 05/2019 |
| Argenta Capital Management, Llc Dba The Summit Group | San Antonio | TX | 09/2019 | 06/2020 |
| Unemployed | San Antonio | TX | 05/2019 | 09/2019 |
| Alterna Wealth Management, Inc. | San Antonio | TX | 06/2020 | Present |
| Alterna Securities, Inc. | San Antonio | TX | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-24 |
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