# AMY LYNN SHAPPELL

AMY LYNN SHAPPELL is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with XY INVESTMENT SOLUTIONS, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [XY INVESTMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/285967) | 2026-06-23 | present | Yes |
| [CGN ADVISORS, LLC](https://search.stillhousedata.com/firm/159359) | 2025-04-20 | 2026-07-02 | — |
| [CGN ADVISORS, LLC](https://search.stillhousedata.com/firm/159359) | 2020-06-01 | 2021-01-07 | — |
| [JUETTEN PERSONAL FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/118564) | 2012-08-15 | 2020-09-01 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-07-14 | 2012-08-20 | — |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2008-07-03 | 2010-05-17 | — |
| [MERCER ADVISORS](https://search.stillhousedata.com/firm/104569) | 2006-08-02 | 2008-06-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4997666)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4997666.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.