William Michael Girone

Current Employers

Employment History

• 10/2015 → Present
  Hcb
  Charlotte, NC
• 01/2016 → 07/2020
  Investacorp Inc
  Miami, FL
• 01/2016 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Charlotte, NC
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Charlotte, NC
• 06/2024 → Present
  Osaic Wealth, Inc.
  Charlotte, NC
• 06/2024 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Charlotte, NC
• 2016-01-26 → 2020-07-17
  Investacorp Advisory Services Inc
  Charlotte, NC
• 2015-03-23 → 2015-12-31
  Kestra Investment Services, Llc
  Greensboro, NC
• 2014-01-14 → 2015-02-13
  Invest Financial Corporation
  Charlotte, NC
  Appleton, WI
  Greensboro, NC
• 2011-05-16 → 2014-02-05
  Oneamerica Securities, Inc.
  Indianapolis, IN
  Indianapolis, IN
  Charlotte, NC
  Frontier, ND

Other Businesses

1. SAA - ADVISORY POSITION: INVESTMENT ADVISOR REPRESETNATIVE NATURE: ADVISORY INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2010 ADDRESS: 15801 BRIXHAM HILL AVE, SUITE 450, CHARLOTTE NC 28277 DESCRIPTION: ADVISORY 2. INSURANCE - HIGHLAND CAPITAL BROKERAGE POSITION: Sales / VP NATURE: Insurance through Highland Capital Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2015 ADDRESS: 15801 Brixham, Hill Ave, Suite 450, Charlotte NC 28277 DESCRIPTION: Insurance 3. CONSULTING AND COACHING POSITION: Consultant/coach NATURE: Consulting and coaching INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/20/2023 ADDRESS: 4122 Banfield Place, Charlotte NC 28226 DESCRIPTION: Coaching and training insurance professional 4. ANSWER SCHOLARSHIP POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2023 ADDRESS: 6420 Rea Road, #112, Charlotte NC 28277 DESCRIPTION: Governance and strategy

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-28
• S63 Uniform Securities Agent State Law Examination
  1992-03-03

Other Names

• Bill Girone
• William Michael Girone
• Bill Girone
• William M Girone