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2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-02 |
| AZ | RA | APPROVED | 2025-02-13 |
| GA | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2023-06-23 |
Branch Locations
19134 Stone Oak Parkway Suite 200, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Texas At San Antonio | San Antonio | TX | 08/2015 | 09/2019 |
| Unemployed | San Antonio | TX | 09/2019 | 03/2020 |
| Ernst & Young | San Antonio | TX | 03/2020 | 04/2022 |
| Alterna Securities | San Antonio | TX | 04/2022 | 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: 3/4/2026 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 | 2023-01-30 |
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