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5215 Old Orchard Road Suite 850, Skokie, IL 60077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-02-13 |
Branch Locations
5215 Old Orchard Road Suite 850, Skokie, IL 60077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shankervalleau Wealth Advisors, Inc. | Skokie | IL | 04/2019 | Present |
| Becton, Dickinson And Company | San Diego | CA | 11/2017 | 04/2019 |
| Vyaire (Formerly Bd) | San Diego | CA | 04/2016 | 10/2017 |
ShankerValleau Accountants, Inc. - Accounting firm - Not investment-related - 5215 Old Orchard Road Ste 850, Skokie IL 60077 - Position: Accountant - Start Date: 4/2019 - Devotes a portion of her time per month - Duties: Tax preparation assistance The Kaufherr Resource Center, Board member - Not investment-related - 1 East Erie St Ste 660, Chicago IL 60611 - Start Date: 11/2021 - Devotes a portion of her time throughout the year
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-28 |
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