Leah Grace Williams

Current Employers

Employment History

• 06/2016 → 10/2023
  New York Life Insurance Co.
  Charlotte, NC
• 08/2016 → 10/2023
  Nylife Securities Llc
  Charlotte, NC
• 12/2021 → 10/2023
  Eagle Strategies Llc
  Charlotte, NC
• 11/2023 → 02/2026
  Hornor, Townsend, & Kent Llc
  Horsham, PA
• 09/2023 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 02/2026 → Present
  Blueprint Financial Advisors Llc
  Charlotte, NC
• 02/2026 → Present
  Maplewood Investments Inc.
  Dallas, TX

Previous Registrations

• 2023-11-10 → 2026-02-06
  Hornor, Townsend & Kent, Llc
  Charlotte, NC
• 2021-12-16 → 2023-10-27
  Eagle Strategies Llc
  Charlotte, NC
  Indian Land, SC

Other Businesses

1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: EMERALD FINANCIAL GROUP | POSITION HELD: AGENT | ADDRESS: CHARLOTTE, NC 28204 | START DATE: 10/30/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 10 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE OF LIFE PRODUCTS INCLUDING PENN MUTUAL. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: SAVVY FINANCIAL LLC | POSITION HELD: OWNER | ADDRESS: CHARLOTTE, NC 28204 | START DATE: 10/30/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 180 | APPROX TRADING HRS PER MTH: 140 | DESCRIPTION OF DUTIES: FINANCIAL PLANNING. 3)NETWORKING | INVESTMENT RELATED: NO | DBA NAME: EMPOWER-HER | POSITION HELD: CO-OWNER | ADDRESS: VIRTUAL | START DATE: 10/30/2023 | NATURE OF ACTIVITY: NETWORKING GROUP | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 5 | DESCRIPTION OF DUTIES: PROVIDE PLAN FOR NETWORKING EVENTS : MOTIVATIONAL SPEAKING. 4) PODCAST CO-HOST| POSITION: No entity has been created | NATURE: Co-hosting a podcast to highlight the female business owners in the ton I live, Fort Mill, SC. INVESTMENT RELATED: No | NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 | START DATE: 10/15/2024 | ADDRESS: 10121 Enfield Ct, Indian Land SC 29707 | DESCRIPTION: Interviewing women business owners and featuring non-profits on a short weekly podcast. The goal is to support local women in business which is in line with my brand of empowering women.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-31
• S63 Uniform Securities Agent State Law Examination
  2016-10-15

Designations

Other Names

• Leah Grace Unzicker
• Leah Grace Hanrion