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12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-06 |
Branch Locations
12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
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