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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-05 |
Branch Locations
845 Oakton Street, Elk Grove Village, IL 60007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Porte Brown Llc | Elk Grove Village | IL | 12/1998 | Present |
| 1St Global Capital Corp. | Elk Grove Village | IL | 08/2012 | 10/2019 |
| 1St Global Advisors Inc. | Elk Grove Village | IL | 08/2012 | 10/2019 |
| Avantax Insurance Services, Inc. | Elk Grove Village | IL | 07/2013 | 09/2025 |
| Avantax Investment Services, Inc. | Elk Grove Village | IL | 10/2019 | 09/2025 |
| Avantax Advisory Services | Elk Grove | IL | 10/2019 | 09/2025 |
| Avantax Insurance Agency And / Or Avantax Insurance Services | Elk Grove Village | IL | 10/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Elk Grove Village | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) OAKTON BUILDING GROUP POSITION: PARTNER NATURE: REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: Elk Grove Village IL 60007, United States DESCRIPTION: NONE BESIDES OWNERSHIP INTEREST 2) PORTE BROWN WEALTH MANAGEMENT LLC POSITION: Referring Advisor NATURE: This is the wealth management company which was set up to handle 1st Global with our related CPA firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/22/2012 ADDRESS: Elk Grove Village IL 60007, United States DESCRIPTION: Provide financial services to clients. 3) SHAMROCK BUILDING GROUP LLC POSITION: OWNER NATURE: REAL ESTATE INVESTMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: Elk Grove Village IL 60007, United States DESCRIPTION: Investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-04 |
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