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2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-01 |
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 |
|---|---|---|---|---|
| Actinver Grupo Financiero | Puebla | 03/2007 | 07/2024 | |
| Alterna Securities, Inc. | Houston | TX | 07/2023 | 08/2023 |
| Alterna Securities, Inc. | Houston | TX | 03/2024 | Present |
| Alterna Wealth Management, Inc. | Houston | TX | 03/2024 | Present |
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: 2/19/2025 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 | 2024-05-31 |
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