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Carlo Adriano Zambernardi

Alterna Wealth Management, Inc.

Houston, TX

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Current Employers
Alterna Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-01
  • TX RA
    APPROVED
    Since 2025-01-01

Branch Locations

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
Hyatt Centric The Woodlands TX 09/2018 01/2019
Sia Truck Insurance The Woodlands TX 01/2019 04/2019
Alterna Securities, Inc. Houston TX 01/2024 Present
University Of Texas Dallas TX 06/2019 06/2023
Lonestar College The Woodlands TX 01/2016 01/2019
Uber Dallas TX 01/2021 01/2022
Unemployed Dallas TX 07/2023 12/2023
Alterna Wealth Management, Inc. Houston TX 06/2024 Present
  • 09/2018 → 01/2019
    Hyatt Centric
    The Woodlands, TX
  • 01/2019 → 04/2019
    Sia Truck Insurance
    The Woodlands, TX
  • 01/2024 → Present
    Alterna Securities, Inc.
    Houston, TX
  • 06/2019 → 06/2023
    University Of Texas
    Dallas, TX
  • 01/2016 → 01/2019
    Lonestar College
    The Woodlands, TX
  • 01/2021 → 01/2022
    Uber
    Dallas, TX
  • 07/2023 → 12/2023
    Unemployed
    Dallas, TX
  • 06/2024 → Present
    Alterna Wealth Management, Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-29
  • S66 Uniform Combined State Law Examination
    2024-12-29

View on SEC IAPD

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Other Offices

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TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
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