Nechemia Jerome Proter

Current Employers

Employment History

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2024 → Present
  Beytsim Sax Holdings, Llc
  Arlington,, TX

Previous Registrations

• 1998-11-02 → 2013-09-03
  Tower Square Securities, Inc.
  Arlington, TX
  Arlington, TX

Other Businesses

1) NAME OF OTHER BUSINESS: ADMINISTRATOR AND TRUSTEE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADMINISTRATOR AND TRUSTEE; START DATE: 03/1994; POSITION/TITLE/RELATIONSHIP: ADMINISTRATOR AND TRUSTEE APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SERVE AS TRUSTEE OVER COMPANIES EMPLOYEE BENEFIT PROGRAMS INCLUDING 401(K) AND CAFETERIA PLAN; 2) NAME OF OTHER BUSINESS: RISK MANAGEMENT HOLDINGS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: P&C INSURANCE CONSULTING AND PAYROLL; START DATE: 06/2011; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT OF BUSINESS; 3) NAME OF OTHER BUSINESS: BEYTSIM SAX HOLDINGS, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: REAL ESTATE, START DATE:12/2024, POSITION/TITLE/RELATIONSHIP: OWNER/MEMBER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MANAGE REAL ESTATE OWNED BY BEYTSIM SAX HOLDINGS LLC; 4) NAME OF OTHER BUSINESS: COBLE CRAVENS FINANCIAL SERVICES INC. INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE INSURANCE; START DATE: 03/1994; POSITION/TITLE/RELATIONSHIP: OWNER / INSURANCE AGENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SELLING LIFE INSURANCE; 5) NAME OF OTHER BUSINESS: ALLTEX INSURANCE AGENCY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PROPERTY AND CASUALTY INSURANCE; START DATE: 06/2006; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SELL P&C INSURANCE PRODUCTS; 6) NAME OF OTHER BUSINESS: 2806 ROOSEVELT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; START DATE: 04/2016; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE, PASSIVE INVESTOR; 7) NAME OF OTHER BUSINESS: COBLE CRAVENS FINANCIAL SERVICES, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PROCESS CLIENTS PAYROLL; START DATE: 10/2015; POSITION/TITLE/RELATIONSHIP: PAYROLL; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PAYROLL ENTRY AND PROCESSING; 8) NAME OF OTHER BUSINESS: DBA COBLE CRAVENS INVESTMENTS AND INSURANCE; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 08/2017; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISER REPRESENTATIVE / REGISTERED REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 9) NAME OF OTHER BUSINESS: BRAZOS BASE, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LLC; START DATE: 06/2018; POSITION/TITLE/RELATIONSHIP: PARTNER; LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS; BRIEF DESCRIPTION OF DUTIES: MANAGING MEMBER;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-17
• S65 Uniform Investment Adviser Law Examination
  1998-08-17

Other Names

• N J Proter
• N Jerry Proter
• Nj Proter