SB
Shelli P. Bouillion
CORIENT
Georgetown, TX
Some features on this profile are disabled
CRD#: 2128644
SB
Professional summary
Shelli Pakebusch Bouillion, CFP®, who also goes by Shelli Rae Bouillion, Shelli P Mayhew, Shelli Pakebusch Mayhew, Shelli Parkebusch Mayhew, Shelli Rae Pakebusch, is a registered financial advisor currently at CORIENT located in Georgetown, Texas.
Shelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Shelli has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shelli Rae Bouillion | Shelli P Mayhew | Shelli Pakebusch Mayhew | Shelli Parkebusch Mayhew | Shelli Rae Pakebusch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of Business: GNP Interests, LLC Investment-related: Yes Address: 317 Marquesa Trail, Georgetown, TX 78633 Nature of Business: LLC for property owned by myself and my siblings Position: Manager / President Start date: 9/27/2019 Hours/Month: 2 Hours/Month During Security Trading Hours: 0 Duties: Hold annual member meetings and pay taxes
CRS (Client Relationship Summary) - RIA
Click below to view Shelli Pakebusch Bouillion's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 31, 2023 - Present
CORIENT
RIA
CRD#: 319448
Georgetown, TX
Past
July 7, 2022 - January 3, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Houston, TX
Past
March 3, 2021 - March 31, 2023
STAVIS & COHEN PRIVATE WEALTH, LLC
RIA
CRD#: 312366
HOUSTON, TX
Past
May 13, 2014 - July 8, 2022
FSC SECURITIES CORPORATION
BD
CRD#: 7461
HOUSTON, TX
Past
May 3, 2010 - March 15, 2021
SCF PRIVATE WEALTH HOLDINGS, LLC
RIA
CRD#: 151299
HOUSTON, TX
Past
April 8, 2010 - May 28, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
HOUSTON, TX
Past
February 25, 2008 - May 5, 2010
PNC MANAGED ACCOUNT SOLUTIONS, INC.
RIA
CRD#: 110476
HOUSTON, TX
Past
October 1, 2007 - February 29, 2008
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
AUSTIN, TX
Past
November 9, 2006 - July 26, 2007
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
AUSTIN, TX
Past
November 9, 2006 - April 13, 2010
FSC SECURITIES CORPORATION
BD
CRD#: 7461
AUSTIN, TX
Past
February 3, 2003 - September 29, 2006
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
AUSTIN, TX
Past
February 3, 2003 - September 29, 2006
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
AUSTIN, TX
Past
November 21, 1996 - February 19, 2003
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
March 21, 1993 - October 26, 1995
AMHERST SECURITIES GROUP, L.P.
BD
CRD#: 31141
AUSTIN, TX
Past
September 24, 1991 - February 16, 1993
WESTCAP SECURITIES, L.P.
BD
CRD#: 7301
HOUSTON, TX
Past
September 24, 1991 - February 16, 1993
WESTCAP GOVERNMENT SECURITIES, INC.
BD
CRD#: 19645
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CO
CORIENT
BALASA DINVERNO & FOLTZ | WINDSOR WEALTH MANGMENT | RGT WEALTH ADVISORS | REGENTATLANTIC | R.H. BLUESTEIN & CO | PORTOLA PARTNERS GROUP | PORTOLA PARTNERS | NTERCONTINENTAL WEALTH ADVISORS | MCCUTCHEN WEALTH MANAGEMENT | MCCUTCHEN GROUP | MATRIX CAPITAL ADVISORS | GOFEN AND GLOSSBERG | GALAPAGOS WEALTH MANAGEMENT | DOYLE WEALTH MANAGEMENT | DOWLING & YAHNKE WEALTH ADVISORS | CORIENT PRIVATE WEALTH LLC | CORIENT CAPITAL PARTNERS | CORIENT | CI SUREVEST PRIVATE WEALTH | CI STAVIS & COHEN PRIVATE WEALTH | CI SEGALL BRYANT & HAMILL PRIVATE WEALTH | CI ROOSEVELT PRIVATE WEALTH | CI RGT PRIVATE WEALTH | CI REGENTATLANTIC PRIVATE WEALTH | CI RADNOR PRIVATE WEALTH | CI PRIVATE WEALTH, LLC | CI PRIVATE WEALTH | CI PORTOLA PRIVATE WEALTH | CI MCCUTCHEN PRIVATE WEALTH | CI MATRIX PRIVATE WEALTH | CI KORE PRIVATE WEALTH | CI INVERNESS PRIVATE WEALTH | CI GOFEN & GLOSSBERG PRIVATE WEALTH | CI GALAPAGOS PRIVATE WEALTH | CI EATON PRIVATE WEALTH | CI DOYLE PRIVATE WEALTH | CI DOWLING & YAHNKE PRIVATE WEALTH | CI CORIENT PRIVATE WEALTH | CI COLUMBIA PACIFIC PRIVATE WEALTH | CI BUDROS RUHLIN ROE PRIVATE WEALTH | CI BRIGHTWORTH PRIVATE WEALTH | CI BOWLING PRIVATE WEALTH | CI BLUESTEIN PRIVATE WEALTH | CI BDF PRIVATE WEALTH | CI BDF | CI BARRETT PRIVATE WEALTH | CI AVALON PRIVATE WEALTH | BUDROS, RUHLIN & ROE | BRR | BOWLING PORTFOLIO MANGEMENT
CRD#: 319448 / SEC#: 801-124978
RIA
Registered Investment Advisory firm - (5/12/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/31/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CO
CORIENT
BALASA DINVERNO & FOLTZ | WINDSOR WEALTH MANGMENT | RGT WEALTH ADVISORS | REGENTATLANTIC | R.H. BLUESTEIN & CO | PORTOLA PARTNERS GROUP | PORTOLA PARTNERS | NTERCONTINENTAL WEALTH ADVISORS | MCCUTCHEN WEALTH MANAGEMENT | MCCUTCHEN GROUP | MATRIX CAPITAL ADVISORS | GOFEN AND GLOSSBERG | GALAPAGOS WEALTH MANAGEMENT | DOYLE WEALTH MANAGEMENT | DOWLING & YAHNKE WEALTH ADVISORS | CORIENT PRIVATE WEALTH LLC | CORIENT CAPITAL PARTNERS | CORIENT | CI SUREVEST PRIVATE WEALTH | CI STAVIS & COHEN PRIVATE WEALTH | CI SEGALL BRYANT & HAMILL PRIVATE WEALTH | CI ROOSEVELT PRIVATE WEALTH | CI RGT PRIVATE WEALTH | CI REGENTATLANTIC PRIVATE WEALTH | CI RADNOR PRIVATE WEALTH | CI PRIVATE WEALTH, LLC | CI PRIVATE WEALTH | CI PORTOLA PRIVATE WEALTH | CI MCCUTCHEN PRIVATE WEALTH | CI MATRIX PRIVATE WEALTH | CI KORE PRIVATE WEALTH | CI INVERNESS PRIVATE WEALTH | CI GOFEN & GLOSSBERG PRIVATE WEALTH | CI GALAPAGOS PRIVATE WEALTH | CI EATON PRIVATE WEALTH | CI DOYLE PRIVATE WEALTH | CI DOWLING & YAHNKE PRIVATE WEALTH | CI CORIENT PRIVATE WEALTH | CI COLUMBIA PACIFIC PRIVATE WEALTH | CI BUDROS RUHLIN ROE PRIVATE WEALTH | CI BRIGHTWORTH PRIVATE WEALTH | CI BOWLING PRIVATE WEALTH | CI BLUESTEIN PRIVATE WEALTH | CI BDF PRIVATE WEALTH | CI BDF | CI BARRETT PRIVATE WEALTH | CI AVALON PRIVATE WEALTH | BUDROS, RUHLIN & ROE | BRR | BOWLING PORTFOLIO MANGEMENT
CRD#: 319448 / SEC#: 801-124978
RIA
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Contact information
Main Address
830 Brickell Plaza Suite 4800, Miami, FL 33131
Mailing Address
830 Brickell Plaza Suite 4800, Miami, FL 33131
Phone number
(305) 735-2020
Established
Firm type
Fiscal year end
# of Employees
1,181
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 109,685 |
| AUM (Assets Under Management) | $ 143,628,532,902 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/28/2024 | ||
| 10/27/2023 | ||
| 05/03/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
