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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 | Feb 22, 2026 | n/a | yes | HOUSTON, TX | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Mar 2, 2018 | Feb 9, 2026 | no | Greenwich, CT|Greenwich, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | ALTERNA WEALTH MANAGEMENT, INC. | Feb 9, 2026 | Feb 22, 2026 | 13 | Firm change | Ibd to RIA |