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2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-03 |
| CA | RA | APPROVED | 2023-10-03 |
| TX | RA | APPROVED | 2023-08-30 |
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 |
|---|---|---|---|---|
| Grupo Financiero Actinver | Mexico City | 11/2019 | Present | |
| Credit Suisse | Mexico City | 06/2015 | 11/2019 |
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: 8/3/2023 Approximate Hours Per Month: 20 Hours During Securities Trading Hours: 5 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 | 2022-03-25 |
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