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2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-15 |
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, 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-15 |
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