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38505 Country Club Drive Suite 150, Farmington Hills, MI 48331 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-06-02 |
| FL | RA | APPROVED | 2019-01-29 |
| TX | RA | APPROVED | 2011-11-09 |
| MI | RA | APPROVED | 2010-08-06 |
Branch Locations
38505 Country Club Drive Suite 150, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert K. Steinberg,Jd | Farmington Hills | MI | 02/1993 | Present |
| Raymond James Financial Services, Inc. | Farmington Hills | MI | 07/1999 | 02/2017 |
| Non-Variable Insurance | Farmington Hills | MI | 02/1993 | Present |
| Blue Chip Partners, Inc. | Farmington Hills | MI | 08/2004 | Present |
| 37525 Enterprise Court Llc Partnership | Farmington Hills | MI | 03/2005 | 01/2019 |
| N/A (Attorney) | Farmington Hills | MI | 02/1993 | Present |
1. LIFE INSURANCE (NON-VARIABLE) - FARMINGTON HILLS, MI - 01/1993 TO PRESENT - 4 HOURS PER YEAR, 1 HOUR DURING TRADING HOURS - AGENT - INVESTMENT RELATED 2. BLUE CHIP ESTATE PLANNING, LLP - FARMINGTON HILLS, MI - 06/2024 TO PRESENT - ATTORNEY - ROBERT K STEINBERG JD, PROPRIETOR/PART OWNER - ~250 HOURS PER YEAR (~<1 HOUR DURING BUSINESS HOUR) - NOT INVESTMENT RELATED 3. BLUE CHIP TAX, LLC - 11/2024 TO PRESENT - TAX RETURN & PLANNING - PARTNER / INDIRECT PART OWNER - ~50 HOURS PER YEAR (~<1 HOUR DURING BUSINESS HOUR) - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-04-29 |
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