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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 | 05/2000 | Present |
| 1St Global Capital Corp. | Elk Grove Village | IL | 01/2013 | 10/2019 |
| 1St Global Advisors Inc. | Elk Grove Village | IL | 01/2013 | 10/2019 |
| Avantax Insurance Services | Elk Grove Village | IL | 01/2013 | 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 | 10/2009 | Present |
| Cetera Wealth Services, Llc | Elk Grove Village | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) PORTE BROWN WEALTH MANAGEMENT, LLC POSITION: Operations Manager NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2009 ADDRESS: 845 Oakton St., Elk Grove Village IL 60007, United States DESCRIPTION: Run the day to day operations of Porte Brown Wealth Management. Paperwork, service issues, planning for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-22 |
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