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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coble-Cravens Financial Services Inc | Arlington | TX | 03/1994 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Beytsim Sax Holdings, Llc | Arlington | TX | 12/2024 | Present |
1) NAME OF OTHER BUSINESS: COBLE CRAVENS FINANCIAL SERVICES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PAYROLL PROCESSING & FINANCIAL SERVICES; START DATE: 9/2022; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF TRADING HOURS PER WEEK: 32.5; POSITION/TITLE/RELATIONSHIP: PARTNER/OWNER; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES, INVESTMENTS 401K & OTHER EMPLOYEE BENEFITS, & PAYROLL PROCESSING - MANAGEMENT OF BUSINESS ON A DAILY BASIS; 2) INDEPENDENT INSURANCE AGENT SELLING P&C UNDER RISK MANAGEMENT HOLDINGS, LLC LOCATED IN ARLINGTON TX STARTED 6/11 5 WEEKDAY HOURS 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) OWNER OF ALLTEX INSURANCE AGENCY ARLINGTON TX MANAGE AND SELL PROPERTY CASUALTY INSURANCE PRODUCTS FOR 10HRS/WK SINCE 2006//RISK MANAGEMENT SERVICES MEMBER LLC INSURANCE SALES AND ADMINISTRATION FOR 5HRS/WK SINCE 1/2012 5) 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; 6) NAME OF OTHER BUSINESS: DOWNTOWN ARLINGTON MANAGEMENT COMPANY; INVESTMENT RELATED: NO; ADDRESS: 500 E FRONT STREET SUITE 140, ARLINGTON, TX 76011; NATURE OF BUSINESS: NON PROFIT / COMMUNITY DEVELOPMENT; START DATE: 07/2012; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: WORK TO IMPROVE THE CITY AND BUSINESS ENVIORNEMT IN LOCAL AREAS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-30 |
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