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2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2022-03-09 |
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 |
|---|---|---|---|---|
| Alterna Securities | Houston | TX | 11/2021 | Present |
| Credit Suisse Ag | Zurich | 10/2018 | 10/2021 | |
| Credit Suisse Asesoria Mexico | Guadalajara | 04/2016 | 10/2018 | |
| Alterna Wealth Management, Inc. | Houston | TX | 11/2021 | Present |
1. Owner of 7.14% of Grupo DOSCEROQUINCE SA de CV, a Mexican company located in Guadalajara do passive investments in venture capital and real state. No active in the company decisions neither management nor operative duties. 2. 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: 6/28/2023 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 | 2022-03-04 |
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