Glen Richards Pier

Current Employers

Employment History

• 11/2012 → 12/2017
  Mercap Securities, Llc
  Paoli, PA
• 12/2012 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 03/2012 → Present
  Infinity Wealth Management, Inc. (D.b.a. For Advisory Business)
  Arden, NC

Previous Registrations

• 2010-07-26 → 2012-11-15
  Ic Advisory Services, Inc.
  Arden, NC
  Bedminster, NJ
• 2006-08-21 → 2010-07-26
  Next Financial Group, Inc.
  Asheville, NC
  Houston, TX
  Arden, NC
• 2006-07-24 → 2006-09-26
  Questar Asset Management, Inc.
  Asheville, NC

Other Businesses

(1) Fixed Insurance: Glen Pier is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Pier spends approx. 10 hrs/week during trading hours on this activity. (2) Glen Pier works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Pier conducts seminars to help eliminate financial illiteracy as part of his marketing efforts. Mr. Pier spends approximately 5 hours per month on this activity during non-trading hours. There are no product sales or company names mentioned at these seminars. (3) Glen Pier provides training and education of The Avatar Course. The Avatar Course is a series of self-help centered teachings. Compensation is received through tuition paid. This is not an investment-related activity. (4) Glen Pier owns rental property personally and through Royal Pines LLC and Pier Properties LLC. Mr. Pier spends approximately 2-4 hours per month on this activity during non-trading hours. This is not an investment-related activity. (5) Glen Pier provides trust creation support as an advisor through The Estate Source, an LLC in Reno, Nevada, contributing 1-50 hours monthly since 2007 on a commission basis. This is not an investment-related activity. (6) Glen Pier is the Owner of Infinity Wealth Management, Inc., which is the operating entity for Mr. Pier's advisory and insurance business and the dba he uses to promote his advisory activities. Infinity Wealth Management Inc. provides tax preparation, financial planning, insurance and investment advisory services. Mr. Pier spends approximately forty hours per week during trading hours working under this entity. (7) Glen Pier is the President of the local chapter of the Association of Financial Consultants (AFC). Mr. Pier conducts seminars occasionally to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars. Mr. Pier spends approximately five hours per month on this activity during non-trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-21
• S63 Uniform Securities Agent State Law Examination
  2004-06-23