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Current Employers
Alterna Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-25
FL RA APPROVED 2024-03-15
TX RA APPROVED 2016-11-22
  • AZ RA
    APPROVED
    Since 2025-03-25
  • FL RA
    APPROVED
    Since 2024-03-15
  • TX RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Actinver Securities, Inc. Houston TX 12/2014 Present
Actinver Wealth Management, Inc. Houston TX 01/2015 Present
  • 12/2014 → Present
    Actinver Securities, Inc.
    Houston, TX
  • 01/2015 → Present
    Actinver Wealth Management, Inc.
    Houston, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-09
  • S66 Uniform Combined State Law Examination
    2014-11-09

View on SEC IAPD

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