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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
9014 Heritage Parkway Suite 308, Woodridge, IL 60517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Porte Brown Llc | Elk Grove Village | IL | 12/1990 | Present |
| 1St Global Capital Corp | Elk Grove Village | IL | 10/2008 | 10/2019 |
| 1St Global Advisors, Inc. | Elk Grove Village | IL | 10/2008 | 10/2019 |
| Avantax Insurance Services | Woodridge | IL | 09/2009 | 09/2025 |
| Avantax Advisory Services | Woodridge | IL | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Woodridge | IL | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Woodridge | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) SHAMROCK BUILDING GROUP POSITION: OWNER NATURE: COMMERCIAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2010 ADDRESS: Elk Grove Village IL , United States DESCRIPTION: Commercial real estate 2) OAKTON BUILDING GROUP POSITION: MEMBER NATURE: BUILDING PARTNERSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2009 ADDRESS: Elk Grove Village IL , United States DESCRIPTION: Member - building partnership 3) PORTE BROWN TECHNOLOGY SOLUTIONS POSITION: CONSULTING NATURE: HARDWARE AND SOFTWARE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1990 ADDRESS: Elk Grove Village IL , United States DESCRIPTION: Hardware and software sales. 4) PORTE BROWN WEALTH MANAGEMENT, LLC POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2009 ADDRESS: Elk Grove Village IL , United States DESCRIPTION: Provide financial services to clients. 5) PORTE BROWN LLC POSITION: CPA NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/1990 ADDRESS: Elk Grove Village IL , United States DESCRIPTION: CPA firm 8) GAML BONITA LLC POSITION: Member NATURE: Real Estate Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2024 ADDRESS: 9014 Heritage Parkway, Suite 308, Woodridge IL 60517, United States DESCRIPTION: Co-Owner of property not for Rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-05 |
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