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2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
Branch Locations
Marques De La Ensenada 4-Piso 2, Madrid 28004 • Spain
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 Securities, Inc | Houston | TX | 02/2025 | Present |
| Alterna Inversiones Y Valores Sgiic | Madrid | 08/2021 | Present | |
| Credit Suisse | Zurich | 03/2019 | 08/2021 | |
| Credit Suisse | Mexico City | 05/2016 | 02/2019 | |
| Alterna Wealth Management, Inc. | Houston | TX | 04/2025 | Present |
1. 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: 4/29/2026 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. 2. Partner in a restaurant, Puebla 121; No duties or responsibilities; No time devoted to this activity; address: Roma Nte., Cuauhtémoc, 06700 Ciudad de México, CDMX, Mexico.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-14 |
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