Inactive

Daniel Mckelvey

Mckelvey & Associates, Inc.

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Current Employers

Mckelvey & Associates, Inc.

4051 Bighorn Rd Unit 11I, Vail, CO 81657 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-08-12

CO RA
APPROVED

Since 2024-08-12

Branch Locations

4051 Bighorn Rd Unit 11I, Vail, CO 81657 • 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

Organization	City	State	From	To
Mckelvey & Associates, Inc.	Vail	CO	09/2023	Present
Clearchoice Management Services	Greenwood Village	CO	06/2014	12/2020
Stay At Home Parent	Castle Rock	CO	01/2021	08/2023

09/2023 → Present

Mckelvey & Associates, Inc.

Vail, CO
06/2014 → 12/2020

Clearchoice Management Services

Greenwood Village, CO
01/2021 → 08/2023

Stay At Home Parent

Castle Rock, CO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-26

S65 Uniform Investment Adviser Law Examination

2024-06-26

View on SEC IAPD

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