Wales Scribner Dixon

Current Employers

Employment History

• 01/2024 → 06/2024
  Associate Staffing
  Spartanburg, SC
• 03/2024 → Present
  Principal Securities, Inc.
  Charlotte, NC
• 08/2023 → 01/2024
  Full-Time Education
  Columbia, SC
• 05/2023 → 08/2023
  Forino Co. L.P.
  Ridgeland, SC
• 08/2022 → 05/2023
  Full-Time Education
  Columbia, SC
• 07/2022 → 08/2022
  Q On Bay Street
  Beaufort, SC
• 05/2022 → 06/2022
  Walgreens
  Beaufort, SC
• 08/2021 → 05/2022
  Full-Time Education
  Columbia, SC
• 06/2021 → 08/2021
  Food Lion
  Beaufort, SC
• 06/2021 → 08/2021
  Ups
  Beaufort, SC
• 08/2020 → 05/2021
  Unemployed
  Columbia, SC
• 03/2014 → 08/2020
  Unemployed
  Spartanburg, SC
• 06/2024 → Present
  Principal Life Insurance Company
  Charlotte, NC
• 07/2024 → 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: 09/23/2024 ADDRESS: 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: Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2024 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
  2024-05-18

Other Names

• Wales Dixon
• Wales Dixon