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Chelsey Davene Frate

Carmel Capital Partners, LLC

San Diego, CA

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Current Employers
Carmel Capital Partners, Llc

12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-29
FL RA APPROVED 2025-09-29
  • CA RA
    APPROVED
    Since 2025-09-29
  • FL RA
    APPROVED
    Since 2025-09-29

Branch Locations

12760 High Bluff Drive Suite 210, San Diego, CA 92130 • 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
Ubs Financial Services, Inc. La Jolla CA 07/2016 09/2023
Citizens Bank Boston MA 04/2015 06/2016
Carmel Capital Partners, Llc San Diego CA 09/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-12
  • S66 Uniform Combined State Law Examination
    2016-09-12
Other Names
  • Chelsey Newman
  • Chelsey Davene Newman

View on SEC IAPD

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