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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-05
  • IL RA
    APPROVED
    Since 2025-09-05

Branch Locations

845 Oakton Street, Elk Grove Village, IL 60007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Porte Brown Llc Elk Grove Village IL 03/1980 Present
1St Global Advisors, Inc. Elk Grove Village IL 11/2011 10/2019
1St Global Capital Corp. Elk Grove Village IL 11/2011 10/2019
Avantax Insurance Services, Inc. Elk Grove Village IL 11/2011 09/2025
Avantax Advisory Services Irving TX 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
  • 03/1980 → Present
    Porte Brown Llc
    Elk Grove Village, IL
  • 11/2011 → 10/2019
    1St Global Advisors, Inc.
    Elk Grove Village, IL
  • 11/2011 → 10/2019
    1St Global Capital Corp.
    Elk Grove Village, IL
  • 11/2011 → 09/2025
    Avantax Insurance Services, Inc.
    Elk Grove Village, IL
  • 10/2019 → 09/2025
    Avantax Advisory Services
    Irving, TX
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    Elk Grove Village, IL
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Elk Grove Village, IL
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2019-10-25 → 2025-09-05
    Avantax Advisory Services
    Elk Grove Village, IL
  • 2011-12-19 → 2019-10-25
    1St Global Advisors Inc
    Elk Grove Village, IL
Other Businesses

1) OAKTON BUILDING GROUP POSITION: PARTNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2009 ADDRESS: Elk Grove Village IL , United States DESCRIPTION: Rental real estate 2) SHAMROCK BUILDING GROUP POSITION: PARTNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2011 ADDRESS: McHenery IL , United States DESCRIPTION: Rental real estate 4) PORTE BROWN LLC POSITION: CPA NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 3/1980 DESCRIPTION: CP firm 6) PORTE BROWN WEALTH MANAGEMENT POSITION: PARTNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 2 START DATE: 04/30/2009 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007, United States DESCRIPTION: Referring Advisor 8) BURTON W BUCHER TRUST POSITION: Executor NATURE: Recently was informed from the clients attorney that I was the "executor" to the Estate of Burton W Bucher. A business and individual client of Porte Brown LLC, and Porte Brown Wealth Management. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2024 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007, United States DESCRIPTION: I currently do not have any duties. Burton W Bucher is currently [REDACTED], [REDACTED]- I was named as the executor to his estate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-17
  • S66 Uniform Combined State Law Examination
    2011-12-17

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