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2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-25 |
| FL | RA | APPROVED | 2024-03-15 |
| TX | RA | APPROVED | 2016-11-22 |
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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Actinver Securities, Inc. | Houston | TX | 12/2014 | Present |
| Actinver Wealth Management, Inc. | Houston | TX | 01/2015 | Present |
1. Entity Name: Alterna Insurance Address: 927 East Sonterra Blvd, Suite 127 San Antonio, TX 78258 Nature of Business: Independent insurance sales of fixed life insurance products. Investment Related: Yes Position/Title: Insurance Agent / Producer Start Date: 3/31/2026 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-09 |
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