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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 2024-05-15
  • TX RA
    APPROVED
    Since 2024-05-15

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
Alterna Securities, Inc. Houston TX 04/2024 Present
Alterna Wealth Management, Inc Houston TX 04/2024 Present
Instituto Tecnologico De Monterrey Monterrey 08/2019 08/2021
University Of San Diego San Diego CA 08/2021 12/2023
American School Foundation Of Monterrey Monterrey 06/2005 08/2019
Unemployed San Diego CA 01/2024 03/2024
  • 04/2024 → Present
    Alterna Securities, Inc.
    Houston, TX
  • 04/2024 → Present
    Houston, TX
  • 08/2019 → 08/2021
    Instituto Tecnologico De Monterrey
    Monterrey
  • 08/2021 → 12/2023
    University Of San Diego
    San Diego, CA
  • 06/2005 → 08/2019
    American School Foundation Of Monterrey
    Monterrey
  • 01/2024 → 03/2024
    Unemployed
    San Diego, CA
Other Businesses

1. Be Better Brand; not investment related; sells a deck of cards used to help kids improve there mental health; located at Aranjuez 178, Colonia Valle de San Angel #178, Monterrey, Mexico; business is a sole proprietorship registered in Mexico; the business sells mainly through e-commerce; I am the founder; I work around 2 to 3 hours a week outside of normal business hours; the business was registered in Mexico 07/2023. 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: 2/12/2025 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-15
  • S66 Uniform Combined State Law Examination
    2024-03-15

View on SEC IAPD

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