William Monroe Biles

Current Employers

Employment History

• 04/2016 → 08/2017
  Suntrust Investment Services, Inc
  Charlotte, GA
• 04/2016 → 07/2020
  Suntrust Bank
  Atlanta, GA
• 08/2017 → 07/2020
  Highland Capital
  Charlotte, NC
• 02/2018 → 07/2020
  Investacorp Inc
  Miami, FL
• 02/2018 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 06/2022 → Present
  Bluestone Insurance/Plan
  Boston, MA
• 01/1995 → Present
  Carolina Insurance Group
  Charlotte, NC
• 07/2020 → Present
  Insurance Consulting & Design
  Charlotte, NC
• 06/2022 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2018-02-28 → 2020-07-08
  Investacorp Advisory Services Inc
  Charlotte, NC
• 2017-01-30 → 2017-08-22
  Truist Advisory Services, Inc.
  Charlotte, NC
• 2002-07-08 → 2003-07-03
  Osaic Wealth, Inc.
  Blowing Rock, NC

Other Businesses

1.) BLUESTONE INSURANCE/PLAN - 6/1/2022 - 139 Charles Street, Suite 398, Boston, MA 02114 - Wholesaler, Sales accessing UBS, Invt Rel, Insurance buisiness, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) CAROLINAS INSURANCE GROUP - 1/2/1995 - 3002 Bridle Brook Way, Charlotte, NC 28270 - Owner, No active duties, Not Invt Rel, Insurance business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) INSURANCE CONSULTING & DESIGN - 7/8/2020 - 3002 Bridle Brook Way, Charlotte, NC 28270 - President, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 6/8/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2016-07-14
• S63 Uniform Securities Agent State Law Examination
  2013-09-06
• S65 Uniform Investment Adviser Law Examination
  1999-07-09

Designations

Other Names

• Will Biles