Matthew James Marcus

Current Employers

Employment History

• 03/2015 → 06/2020
  Pine Lake Prep
  Mooresville, NC
• 06/2018 → 08/2020
  Staples
  Mooresville, NC
• 03/2021 → 01/2023
  Unc Charlotte
  Charlotte, NC
• 06/2021 → 08/2021
  Famous Toastery
  Mooresville, NC
• 06/2022 → 08/2022
  Sports Academy
  Mooresville, NC
• 10/2022 → 03/2025
  Live Events Media Group
  Charlotte, NC
• 07/2020 → 05/2024
  Unc Charlotte
  Charlotte, NC
• 04/2025 → 07/2025
  Associate Staffing
  Charlotte, NC
• 04/2025 → 07/2025
  Principal Securities, Inc.
  Charlotte, NC
• 08/2025 → 12/2025
  Live Events Media Group
  Charlotte, NC
• 01/2026 → Present
  Principal Life Insurance Company
  Charlotte, NC
• 01/2026 → Present
  Principal Securities
  Charlotte, NC
• 01/2026 → Present
  Principal Advised Services
  Charlotte, NC

Other Businesses

**PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/05/2026 ADDRESS: Charlotte 401 McCullough Dr., Charlotte NC 28262, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/05/2026 ADDRESS: 401 McCullough Dr., Charlotte NC 28262, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-06