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5215 Old Orchard Road Suite 850, Skokie, IL 60077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-01 |
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 |
|---|---|---|---|---|
| Wyton Solutions Inc. | Northbrook | IL | 03/2010 | 03/2019 |
| Self Employed | Northbrook | IL | 03/2019 | Present |
| Shankervalleau Wealth Advisors, Inc. | Skokie | IL | 09/2023 | Present |
Blackcidr Corporation, Owner, Not investment-related, 2720 Dundee Rd. Ste. 131, Northbrook IL 60062, Software consulting, Start Date: 1/2022, 10 hrs/month, 0 hrs during securities trading hours. ShankerValleau Accountants, Inc. - Accounting firm - Not investment-related - 5215 Old Orchard Road Ste 850, Skokie IL 60077 - Position: Accountant - Start Date: 9/2023 - Devotes a portion of her time per month - Duties: Tax preparation assistance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-28 |
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