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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 St., Elk Grove Villiage, 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 Villiage IL 12/2016 Present
Borhart Spellmeyer & Company Llc Elgin IL 07/2014 11/2016
Avantax Investment Services, Inc. Elk Grove Village IL 05/2023 09/2025
Avantax Advisory Services Elk Grove Village IL 05/2023 09/2025
Avantax Insurance Agency And / Or Avantax Insurance Services Elgin IL 10/2023 09/2025
Porte Brown Wealth Management Elk Grove Village IL 01/2024 Present
Cetera Wealth Services, Llc Elk Grove Village IL 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 12/2016 → Present
    Porte Brown Llc
    Elk Grove Villiage, IL
  • 07/2014 → 11/2016
    Borhart Spellmeyer & Company Llc
    Elgin, IL
  • 05/2023 → 09/2025
    Avantax Investment Services, Inc.
    Elk Grove Village, IL
  • 05/2023 → 09/2025
    Avantax Advisory Services
    Elk Grove Village, IL
  • 10/2023 → 09/2025
    Avantax Insurance Agency And / Or Avantax Insurance Services
    Elgin, IL
  • 01/2024 → Present
    Porte Brown Wealth Management
    Elk Grove Village, IL
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Elk Grove Village, IL
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2024-01-08 → 2025-09-05
    Avantax Advisory Services
    Elk Grove Villiage, IL
Other Businesses

1) PORTE BROWN LLC POSITION: Partner NATURE: Tax partner within the tax department providing experties in federal taxation to clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2016 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007, United States,DESCRIPTION: Tax Return, ReviewTax Return Review,Lead the international tax department,Lead the M&A Tax area,Lead the Tax credits and incentives area, write and speak on tax topics, Tax research 2)PORTE BROWN WEALTH MANAGEMENT POSITION: Advisor NATURE: Refer clients to Ron, Abe and Nicki INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2024 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007, United States DESCRIPTION: Referring advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-06
  • S66 Uniform Combined State Law Examination
    2024-01-06

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