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Advisor at ALTERNA WEALTH MANAGEMENT, INC.
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ALTERNA WEALTH MANAGEMENT, INC. | Independent wealth | May 21, 2021 | n/a | yes | HOUSTON, TX | Current employment |
| MORGAN STANLEY | Wirehouse | Mar 31, 2015 | May 6, 2019 | no | Houston, TX | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Oct 20, 2011 | Mar 31, 2015 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ALTERNA WEALTH MANAGEMENT, INC. | May 6, 2019 | May 21, 2021 | 746 | Firm change after gap | Wirehouse to RIA |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | MORGAN STANLEY | Mar 31, 2015 | Mar 31, 2015 | 0 | Firm change | Other |