Leslie Shockley Ballantine is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 2025-07-18 | present | Yes |
| CERITY PARTNERS LLC | 2023-04-30 | 2025-06-02 | — |
| CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 2023-04-25 | 2025-06-02 | — |
| CERITY PARTNERS OCIO LLC | 2021-08-09 | 2023-04-24 | — |
| STEGNER INVESTMENT ASSOCIATES INC | 2020-01-07 | 2021-05-07 | — |