# Leslie Shockley Ballantine

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC](https://search.stillhousedata.com/firm/288623) | 2025-07-18 | present | Yes |
| [CERITY PARTNERS LLC](https://search.stillhousedata.com/firm/151559) | 2023-04-30 | 2025-06-02 | — |
| [CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC](https://search.stillhousedata.com/firm/164198) | 2023-04-25 | 2025-06-02 | — |
| [CERITY PARTNERS OCIO LLC](https://search.stillhousedata.com/firm/151916) | 2021-08-09 | 2023-04-24 | — |
| [STEGNER INVESTMENT ASSOCIATES INC](https://search.stillhousedata.com/firm/107480) | 2020-01-07 | 2021-05-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7206183)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7206183.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.