SHANA LESCH BALLARD is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with MISSION CREEK CAPITAL PARTNERS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| MISSION CREEK CAPITAL PARTNERS, INC. | 2025-05-14 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-05-26 | 2025-04-29 | — |
| BRIO CONSULTANTS, LLC | 2020-06-04 | 2020-08-17 | — |
| EP WEALTH ADVISORS, LLC. | 2019-08-29 | 2020-02-14 | — |
| PERSONAL FINANCIAL CONSULTANTS SECURITIES CORPORATION | 2018-09-14 | 2019-09-06 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-09-28 | 2018-04-11 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2010-07-01 | 2015-10-01 | — |
| U.S. BANCORP INVESTMENTS, INC. | 2007-03-21 | 2010-05-28 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2006-12-04 | 2007-01-17 | — |