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Flat Rock, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
| FL | RA | APPROVED | 2025-12-15 |
| SC | RA | APPROVED | 2025-12-15 |
| LA | RA | APPROVED | 2022-12-05 |
| TX | RA | APPROVED_RES | 2020-10-02 |
| NC | RA | APPROVED | 2013-01-16 |
| MO | RA | APPROVED | 2008-02-11 |
| IL | RA | APPROVED | 2006-03-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shankland Financial Advisors, Llc | Quincy | IL | 02/2006 | 09/2017 |
| Shankland Retirement Income Planners Llc | Hendersonville | NC | 04/2020 | Present |
| Shankland Financial Advisors, Llc | Hendersonville | NC | 09/2017 | Present |
DARYL SHANKLAND, REP/AGENT, 10 HRS PER MONTH/10 DURING TRADING HRS, SALE OF LIFE INSURANCE AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1981-11-14 |
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