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Current Employers
Alterna Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-04
TX RA APPROVED 2014-09-30
  • CA RA
    APPROVED
    Since 2023-10-04
  • TX RA
    APPROVED
    Since 2014-09-30

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

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Actinver Wealth Management, Inc. Houston TX 06/2014 Present
Actinver Securities, Inc. Houston TX 01/2015 Present
  • 06/2014 → Present
    Actinver Wealth Management, Inc.
    Houston, TX
  • 01/2015 → Present
    Actinver Securities, Inc.
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-05-12
S65 Uniform Investment Adviser Law Examination 2014-09-30
  • S63 Uniform Securities Agent State Law Examination
    2015-05-12
  • S65 Uniform Investment Adviser Law Examination
    2014-09-30

View on SEC IAPD

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