Best Investors
Account
Sign in
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 | 06/1997 | Present |
| 1St Global Capital Corp | Elk Grove Village | IL | 08/2015 | 10/2019 |
| 1St Global Advisors, Inc | Elk Grove Village | IL | 08/2015 | 10/2019 |
| Avantax Insurance Services, Inc. | Elk Grove Village | IL | 08/2015 | 09/2025 |
| Avantax Advisory Services | Elk Grove Village | IL | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Elk Grove Village | IL | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Elk Grove Village | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) PORTE BROWN WEALTH MANAGEMENT, LLC POSITION: REFERRING ADVISOR NATURE: WEALTH MANAGEMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: Elk Grove Village IL 60007, United States DESCRIPTION: REFERRING CLIENTS IN NEED OF WEALTH MAANGEMENT 2) WOMEN ENTREPRENEURS GROW GLOBAL POSITION: Board Member NATURE: A charitable organization with a mission to educate women business owners and entrepreneurs worldwide on how to go global so they can run healthier businesses and create a new future for themselves, their families and their community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/13/2017 ADDRESS: 6807 N. Lakewood, Suite LL, Chicago IL 60626, United States DESCRIPTION: I joined the board of directors in 2017. My responsibilities include attending board meetings which occur approximately 4 times per year, and assisting with overseeing the organization's activities. 3) OAKTON BUILDING GROUP POSITION: OWNER NATURE: BUILDING PARTNERSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 845 Oakton St, Elk Grove Village IL 60007, United States DESCRIPTION: OWNS BUILDING USED FOR PORTE BROWN'S BUSINESS ACTIVIES IN ELK GROVE 4) Federation of Women Contractors; Member; Membership organization for networking- women in the construction industry in the Chicagoland area.; NIR; 2; 01/01/2011; Attend networking events 5) The Association Forum of Chicagoland; Member; An association of association professionals from the Chicagoland area.; NIR; 1; 06/01/2013; ; Attend educational events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-19 |
Reach out to this advisor