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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 St., Elk Grove Villiage, IL 60007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-06 |
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