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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
IL RA APPROVED 2023-09-06
  • IL RA
    APPROVED
    Since 2023-09-06

Branch Locations

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

Highland Park, IL • 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
Falcon Capital Management, Llc Chicago IL 02/2015 12/2016
Sterling Partners Equity Advisors, Llc Chicago IL 12/2016 06/2023
Madison Partners, L.C. Highland Park IL 06/2023 Present
Carmel Capital Partners, Llc Highland Park IL 08/2023 Present
  • 02/2015 → 12/2016
    Falcon Capital Management, Llc
    Chicago, IL
  • 12/2016 → 06/2023
    Sterling Partners Equity Advisors, Llc
    Chicago, IL
  • 06/2023 → Present
    Madison Partners, L.C.
    Highland Park, IL
  • 08/2023 → Present
    Highland Park, IL
Previous Registrations
  • 2019-06-05 → 2023-06-13
    Sterling Partners Equity Advisors Llc
    Chicago, IL
  • 2015-04-15 → 2017-05-02
    Falcon Capital Management, Llc
    Chicago, IL
    Chicago, IL
  • 2007-08-09 → 2015-02-19
    Forestview Wealth Management, Llc
    Chicago, IL
  • 2007-08-09 → 2012-06-19
    Forestview Wealth Management, Llc
    Chicago, IL
  • 2004-05-13 → 2007-11-01
    Two Rivers Capital Management, Llc
    Chicago, IL
Other Businesses

1. Name of other business: Madison Partners, L.C.; Is business Investment related: Yes; Address of other business: Highland Park, IL; Nature of other business: General Business, Research, Publishing, Content Creation, IP; Your position: Owner; Start date of relationship: 1998; Approx. # of hours /month devote to other business: 20; Number of hours devoted to other business during securities trading hours: 0; 2. Name of other business: University of Wisconsin-Milwaukee; Is business Investment related: No; Address of other business: 2200 E Kenwood Blvd, Milwaukee, WI, 53211; Nature of other business: Public University; Your position: Teacher; Start date of relationship: August 2023; Approx. # of hours /month devote to other business: 40-60; Number of hours devoted to other business during securities trading hours: 6 hrs per month; Duties: Teaching investing and portfolio management to graduate and undergraduate students.

Designations

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