# SHANA LESCH BALLARD

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..

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MISSION CREEK CAPITAL PARTNERS, INC.](https://search.stillhousedata.com/firm/151514) | 2025-05-14 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2021-05-26 | 2025-04-29 | — |
| [BRIO CONSULTANTS, LLC](https://search.stillhousedata.com/firm/289889) | 2020-06-04 | 2020-08-17 | — |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2019-08-29 | 2020-02-14 | — |
| [PERSONAL FINANCIAL CONSULTANTS SECURITIES CORPORATION](https://search.stillhousedata.com/firm/26440) | 2018-09-14 | 2019-09-06 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-09-28 | 2018-04-11 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2010-07-01 | 2015-10-01 | — |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2007-03-21 | 2010-05-28 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2006-12-04 | 2007-01-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5195706)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5195706.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.