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Advisor at MANUKA FINANCIAL
RICHMOND, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MANUKA FINANCIAL | Independent wealth | May 6, 2021 | n/a | yes | RICHMOND, VA | Current employment |
| VERUS FINANCIAL PARTNERS | Independent wealth | Jul 15, 2014 | May 3, 2021 | no | RICHMOND, VA | Previous registration |
| SHANKERVALLEAU WEALTH ADVISORS, INC. | Independent wealth | Jun 4, 2012 | Aug 12, 2014 | no | SKOKIE, IL | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 13, 2010 | May 2, 2012 | no | Charlottesville, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERUS FINANCIAL PARTNERS | MANUKA FINANCIAL | May 3, 2021 | May 6, 2021 | 3 | Firm change | RIA to RIA |
| SHANKERVALLEAU WEALTH ADVISORS, INC. | VERUS FINANCIAL PARTNERS | Aug 12, 2014 | Jul 15, 2014 | -28 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | SHANKERVALLEAU WEALTH ADVISORS, INC. | May 2, 2012 | Jun 4, 2012 | 33 | Firm change | Other |