Alixis Ivana Roccia

Current Employers

Employment History

• 02/2023 → 05/2023
  Aqua-Tots
  Charlotte, NC
• 09/2020 → 11/2022
  American Security Mortgage Company
  Charlotte, NC
• 01/2020 → 12/2022
  Next Level Kids
  Fort Mill, SC
• 08/2020 → 06/2023
  Marvin Ridge High School
  Waxhaw, NC
• 05/2019 → 07/2020
  Averett University
  Danville, VA
• 08/2015 → 05/2020
  Averett University
  Danville, VA
• 08/2018 → 05/2020
  Ymca
  Danville, VA
• 06/2017 → 08/2018
  Fitness Connection
  Charlotte, NC
• 08/2014 → 05/2020
  Nation Ford High School
  Fort Mill, SC
• 11/2022 → 02/2023
  Unemployed
  Fort Mill, SC
• 05/2023 → Present
  Associate Staffing
  Charlotte, NC
• 06/2023 → Present
  Principal Securities, Inc.
  Charlotte, NC
• 06/2024 → Present
  Principal Advised Services
  Charlotte, NC

Other Businesses

**MARVIN RIDGE HIGH SCHOOL POSITION: Coaching NATURE: Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2024 ADDRESS: 2825 Crane Rd, Waxhaw NC 28172, United States DESCRIPTION: I am a coach at Marvin Ridge Highschool. This coaching could include the following sports: Lacrosse/Basketball. **PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/23/2024 ADDRESS: 401 McCullough Drive, Suite 210, 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.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-03

Other Names

• Alixis Roccia