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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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-17 |
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