Lashell Louise Lentz

Current Employers

Employment History

• 11/2013 → Present
  Morgan Stanley Smith Barney Llc
  Middleton, WI
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2012-08-01 → 2013-11-26
  Bmo Harris Financial Advisors, Inc.
  Madison, WI
  Madison, WI
• 2009-11-09 → 2012-08-01
  M&I Financial Advisors, Inc
  Madison, WI
• 2010-04-29 → 2012-04-19
  M&I Investment Management Corp.
  Milwaukee, WI
• 1998-07-15 → 2009-11-18
  Ubs Financial Services Inc.
  Madison, WI
  Madison, WI

Other Businesses

*180678- Girl Scouts of Badgerland Council Madison WI; Investment related-No; Madison, Wisconsin; Children/Youth; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2010; During business hours: 0; After business hours: 4; Administrative, Accounting /Bookkeeping, Business Development/Growth *345764 - Lentz Homes, LLC; Investment related ; Real Estate Income Property; Co-owner (proprietor, partner, officer, director, employee, trustee, agent); May 2018;Oversight of business operation. *352448 - Girl Scout Daisy Troop #7133; Investment related - No; Leadership Development; Troop Co-Leader (proprietor, partner, officer, director, employee, trustee, agent); Sept 2018; Oversee the activities for the troop. *572983- Boullion's Berries; Investment related: No; Mazomanie, Wisconsin; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 10; Administrative, Sales/Marketing, Customer Service

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-13
• S65 Uniform Investment Adviser Law Examination
  1998-07-13

Designations

Other Names

• Lashell Louise Boullion
• Lashell L Lentz