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Inactive

Naoko Mckelvey

Blue Chip Partners, LLC

Farmington Hills, MI

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Current Employers
Blue Chip Partners, Llc

38505 Country Club Drive Suite 150, Farmington Hills, MI 48331 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-06-04
TX RA APPROVED_RES 2021-01-11
FL RA APPROVED 2019-12-19
MI RA APPROVED 2019-10-11
  • LA RA
    APPROVED
    Since 2021-06-04
  • TX RA
    APPROVED_RES
    Since 2021-01-11
  • FL RA
    APPROVED
    Since 2019-12-19
  • MI RA
    APPROVED
    Since 2019-10-11

Branch Locations

38505 Country Club Drive Suite 150, Farmington Hills, MI 48331 • 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
Lumin Financial, Llc Southfield MI 05/2011 10/2019
Blue Chip Partners, Llc Farmington Hills MI 10/2019 Present
  • 05/2011 → 10/2019
    Lumin Financial, Llc
    Southfield, MI
  • 10/2019 → Present
    Blue Chip Partners, Llc
    Farmington Hills, MI
Previous Registrations
Other Businesses

NON-VARIABLE LICENSED INSURANCE AGENT. SINCE 2011. LESS THAN 1 HOUR/MONTH. AGENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-09
S63 Uniform Securities Agent State Law Examination 2003-09-15
  • S65 Uniform Investment Adviser Law Examination
    2010-07-09
  • S63 Uniform Securities Agent State Law Examination
    2003-09-15
Designations
Other Names
  • Naoko Moore

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FARMINGTON HILLS, MI
EDWARD JONES · FARMINGTON HILLS, MI
FIFTH THIRD SECURITIES, INC. · WEST BLOOMFIELD, MI
AMERIPRISE FINANCIAL SERVICES, LLC · FARMINGTON HILLS, MI
OSAIC ADVISORY SERVICES, LLC · WEST BLOOMFIELD, MI
EDWARD JONES · WEST BLOOMFIELD, MI
OSAIC ADVISORY SERVICES, LLC · WEST BLOOMFIELD,, MI
EQUITY PLANNING GROUP, INC. · WEST BLOOMFIELD, MI

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