Shelli Pakebusch Bouillion

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 03/2021
  Stavis & Cohen Financial
  Houston, TX
• 04/2014 → 07/2022
  Fsc Securities Corporation
  Houston, TX
• 07/2022 → 12/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2023 → Present
  Corient
  Houston, TX
• 05/2010 → 03/2023
  Stavis & Cohen Private Wealth, Llc
  Houston, TX
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2021-03-03 → 2023-03-31
  Stavis & Cohen Private Wealth, Llc
  Houston, TX
• 2010-05-03 → 2021-03-15
  Scf Private Wealth Holdings, Llc
  Houston, TX
• 2008-02-25 → 2010-05-05
  Pnc Managed Account Solutions, Inc.
  Houston, TX
• 2006-11-09 → 2008-02-29
  Fsc Securities Corporation
  Austin, TX
  Houston, TX
• 2003-02-03 → 2006-09-29
  M Holdings Securities, Inc.
  Austin, TX
  Austin, TX

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-24
• S63 Uniform Securities Agent State Law Examination
  1993-04-28

Designations

• Certified Financial Planner

Other Names

• Shelli P Mayhew
• Shelli Pakebusch Mayhew
• Shelli Parkebusch Mayhew
• Shelli Rae Pakebusch
• Shelli Rae Bouillion