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Leah Willey

Sound View Wealth Advisors Group, LLC

Savannah, GA

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Current Employers
Sound View Wealth Advisors Group, Llc

1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-05-01
GA RA APPROVED 2023-02-13
  • SC RA
    APPROVED
    Since 2024-05-01
  • GA RA
    APPROVED
    Since 2023-02-13

Branch Locations

1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sound View Wealth Advisors Group Savannah GA 11/2022 Present
Beautycounter Savannah GA 07/2018 Present
Covenant Partners, Llc Nashville TN 08/2021 10/2022
Nat's Outdoor Sports Bowling Green KY 10/2016 07/2021
Yonts & Co. Bowling Green KY 05/2019 06/2020
Pierce And Shadoan Law Firm Bowling Green KY 05/2018 08/2018
Nat's Outdoor Sports Bowling Green KY 05/2016 07/2017
Western Kentucky University Bowling Green KY 08/2017 05/2021
Greenwood High School Bowling Green KY 08/2012 05/2017
  • 11/2022 → Present
    Sound View Wealth Advisors Group
    Savannah, GA
  • 07/2018 → Present
    Beautycounter
    Savannah, GA
  • 08/2021 → 10/2022
    Covenant Partners, Llc
    Nashville, TN
  • 10/2016 → 07/2021
    Nat's Outdoor Sports
    Bowling Green, KY
  • 05/2019 → 06/2020
    Yonts & Co.
    Bowling Green, KY
  • 05/2018 → 08/2018
    Pierce And Shadoan Law Firm
    Bowling Green, KY
  • 05/2016 → 07/2017
    Nat's Outdoor Sports
    Bowling Green, KY
  • 08/2017 → 05/2021
    Western Kentucky University
    Bowling Green, KY
  • 08/2012 → 05/2017
    Greenwood High School
    Bowling Green, KY
Other Businesses

Beautycounter; not investment related; consultant; Savannah, GA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-26
  • S65 Uniform Investment Adviser Law Examination
    2021-04-26
Designations
Other Names
  • Leah Martens

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
VALIC FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
RL WRIGHT & ASSOCIATES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BULL STREET ADVISORS

Other Investors

SETH KOVENSKY
JOSEPHINE ALICE CRAKE
RICHARD KELLY LANE
KATHRYN WISE
Michael Dell Owens
DARRYL EUGENE WRIGHT
Aaron Monegan
CHRISTOPHER MARK BEAUDRY

Other Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA
PFS INVESTMENTS INC. · SAVANNAH, GA
CHARLES SCHWAB & CO., INC. · Savannah, GA
RL WRIGHT & ASSOCIATES, LLC · SAVANNAH, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Savannah, GA
BULL STREET ADVISORS · SAVANNAH, GA

More in Savannah, GA

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