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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
1752 Capital Street Suite 400, Elgin, IL 60124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Porte Brown Llc | Elgin | IL | 06/2006 | Present |
| Avantax Investment Services Inc | Elgin | IL | 08/2024 | 09/2025 |
| Avantax Advisory Services | Elgin | IL | 08/2024 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Elk Grove Village | IL | 03/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Elgin | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)ELGIN AREA CHAMBER POSITION: Board Member NATURE: Local city chamber providing networking opportunities and general assistance to local businesses INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2024 ADDRESS: 31 S Grove Ave, Elgin IL 60120, United States DESCRIPTION: Duties as board member include:- Attend monthly board meetings- Review monthly financial statements- Recruit additional members to the Chamber- Network with other board members and refer business contacts to them- Help set the long term strategy of the chamber 2) PORTE BROWN LLC POSITION: Partner NATURE: CPA firm providing accounting, consulting, and tax advisory services to closely held businesses and individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 220 SECURITIES TRADING HOURS: 128 START DATE: 06/01/2006 ADDRESS: 1752 Capital Street, Suite 400, Elgin IL 60124, United States DESCRIPTION: I provide tax and accounting consulting services to closely held businesses and individuals, lead our internal IT team focusing on the firms technology vision and strategy, run our Elgin office, mentor staff, and network with other professionals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-23 |
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