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5215 Old Orchard Road Suite 850, Skokie, IL 60077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2014-05-15 |
| TX | RA | APPROVED_RES | 2009-10-28 |
| IL | RA | APPROVED | 1997-12-01 |
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 | 01/1993 | Present |
| Shankervalleau Accountants, Inc. | Skokie | IL | 04/1985 | Present |
ShankerValleau Accountants, Inc. - Accounting firm - Not investment-related - 5215 Old Orchard Road Ste 850, Skokie IL 60077 - Position: Accountant - Start Date: 4/1985 - Devotes a portion of his time per month - Duties: Tax preparation assistance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-09 |
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