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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 |
|---|---|---|---|---|
| 1St Global Capital Corp | Elk Grove Village | IL | 10/2008 | 10/2019 |
| Porte Brown Llc | Elk Grove Village | IL | 06/1994 | Present |
| 1St Global Advisors, Inc. | Elk Grove Village | IL | 10/2008 | 10/2019 |
| Avantax Insurance Services, Inc. | Elk Grove Village | IL | 11/2009 | 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 |
| Porte Brown Wealth Management, Llc | Elk Grove Village | IL | 04/2009 | Present |
| Cetera Wealth Services, Llc | Elk Grove Village | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) SHAMROCK BUILDING GROUP POSITION: MEMBER NATURE: COMMERCIAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2010 ADDRESS: 845 OAKTON STREET, Elk Grove Village IL 60007, DESCRIPTION: OWNER. 2) PORTE BROWN LLC POSITION: ACCOUNTANT NATURE: ACCOUNTING AND TAX CONSULTING SERVICES TO PRIVATELY HELD BUSINESSES INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/1994 ADDRESS: 845 OAKTON STREET, ELK GROVE VILLAGE IL 60007, United States DESCRIPTION: PARTNER THAT MANAGES STAFF, CLIENTS AND DEVELOPING NEW BUSINESS. HEAD OF VALUATION AND TRANSITION PLANNING TEAM. 3) PORTE BROWN WEALTH MANAGEMENT, LLC POSITION: REFERRING ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2009 ADDRESS: 845 OAKTON, Elk Grove Village IL 60007, United States DESCRIPTION: REFER WEALTH MANAGEMENT CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-05 |
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