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Christi Lynn Shell

Shell Capital Management, LLC

Knoxville, TN

CRD 6065745

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Employer firm

Shell Capital Management, LLC CRD 136509

$23.1M regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Shell Capital Management, Llc

200 Prosperity Rd, Knoxville, TN 37923 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2012-08-17
  • TN RA
    APPROVED
    Since 2012-08-17

Branch Locations

200 Prosperity Rd, Knoxville, TN 37923 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shell Capital Management Llc Knoxville TN 05/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-16
  • S65 Uniform Investment Adviser Law Examination
    2012-08-16
Other Names
  • Christi Lynn Holley
  • Christi Lynn Johnson

View on SEC IAPD

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