Russell Jon Wilson

Current Employers

Employment History

• 06/1992 → Present
  Porte Brown Llc
  Elk Grove Village, IL
• 10/2008 → 10/2019
  1St Global Capital Corp
  Elk Grove Village, IL
• 10/2008 → 10/2019
  1St Global Advisors, Inc.
  Elk Grove Village, IL
• 10/2009 → 09/2025
  Avantax Insurance Services, Inc.
  Elk Grove Village, IL
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Elk Grove Village, IL
• 10/2019 → 09/2025
  Avantax Advisory Services
  Elk Grove Village, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Elk Grove Village, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Elk Grove Village,, IL
• 2009-01-15 → 2019-10-25
  1St Global Advisors Inc
  Elk Grove Village, IL

Other Businesses

1)SHAMROCK BUILDING GROUP POSITION: MEMBER 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) ILLINOIS CPA SOCIETY PEER REVIEW COMMITTEE BOARD OF DIRECTORS POSITION: BOARD MEMBER NATURE: STATE PEER REVIEW COMMITTEE INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: , Elk Grove Village IL 60007, United States DESCRIPTION: SIX TO EIGHT PHONE CONFERENCES TO ASSIST IN OVERSIGHT OF THE ILLINOIS PEER REVIEW PROGRAM. 3) OAKTON BUILDING GROUP POSITION: MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2009 ADDRESS: , Elk Grove Village IL , United States DESCRIPTION: null 4) PORTE BROWN WEALTH MANAGEMENT, LLC POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/31/2009 ADDRESS: , Elk Grove Village IL , United States DESCRIPTION: null 5)PORTE BROWN LLC POSITION: PARTNER NATURE: Tax and Accounting CPA Services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/01/1992 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007, United States DESCRIPTION: Partner In Charge of Clients. Tax preparer and advisor. Accounting and Audit Partner approve and Supervise, Management of Firm, Peer review services

Exams

• S66 Uniform Combined State Law Examination
  2009-01-14