Best Investors Account Sign in
Inactive

Julia Shaw

Blue Chip Partners, LLC

Farmington Hills, MI

Claim This Profile
Current Employers
Blue Chip Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-14
  • MI RA
    APPROVED
    Since 2025-01-14

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
Blue Chip Partners, Llc Farmington Hills MI 01/2025 Present
Mercy High School Farmington Hills MI 01/2015 06/2019
Merrill Lynch Bloomfield Hills MI 06/2019 08/2019
University Of Detroit Mercy Detroit MI 08/2019 06/2020
Plante Moran Chicago IL 06/2020 08/2020
University Of Detroit Mercy Detroit MI 08/2020 08/2021
Plante Moran Chicago IL 08/2021 07/2024
N/A Chicago IL 07/2024 01/2025
  • 01/2025 → Present
    Blue Chip Partners, Llc
    Farmington Hills, MI
  • 01/2015 → 06/2019
    Mercy High School
    Farmington Hills, MI
  • 06/2019 → 08/2019
    Merrill Lynch
    Bloomfield Hills, MI
  • 08/2019 → 06/2020
    University Of Detroit Mercy
    Detroit, MI
  • 06/2020 → 08/2020
    Plante Moran
    Chicago, IL
  • 08/2020 → 08/2021
    University Of Detroit Mercy
    Detroit, MI
  • 08/2021 → 07/2024
    Plante Moran
    Chicago, IL
  • 07/2024 → 01/2025
    N/A
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-07
  • S65 Uniform Investment Adviser Law Examination
    2023-08-07

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
OSAIC ADVISORY SERVICES, LLC
EQUITY PLANNING GROUP, INC.
J.P. MORGAN SECURITIES LLC
GLASS RETIREMENT STRATEGIES, INC.
CITIZENS SECURITIES, INC.

Other Investors

ERIC JAMES FURLOTTE
DAVID ROBERT SAROTTE
DANIEL THOMAS MILNAMOW
JASON NATHANIEL BATCHELDER
DONALD SMEZNIK
Nu Tran
Brian Joseph Hanley
Jarred Height-Kaplan

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

More in Farmington Hills, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor