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5215 Old Orchard Road Suite 850, Skokie, IL 60077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-10 |
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 | 08/2023 | Present |
| Dvi | Peoria | IL | 05/2022 | 08/2022 |
| Bayer | Farmer City | IL | 05/2021 | 07/2021 |
| Washington Park District | Washington | IL | 05/2015 | 08/2019 |
| Louisville Slugger | Peoria | IL | 06/2017 | 06/2019 |
| Lindy's | Washington | IL | 10/2018 | 06/2019 |
| Full Time Student | Washington | IL | 08/2019 | 05/2023 |
- ShankerValleau Accountants, Inc. - Accounting firm - Not investment-related - 5215 Old Orchard Road Ste 850, Skokie IL 60077 - Position: Staff - Start Date: 8/2023 - Devotes a portion of his time per month - Duties: Tax preparation assistance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-27 |
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