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Inactive

Gregory John Dier

Core Planning

Ofallon, MO

Pittsboro, NC

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-04
NH RA APPROVED 2026-05-04
NC RA APPROVED 2026-04-30
  • CO RA
    APPROVED
    Since 2026-05-04
  • NH RA
    APPROVED
    Since 2026-05-04
  • NC RA
    APPROVED
    Since 2026-04-30

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Pittsboro, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Durham NC 10/2024 04/2026
Fidelity Investments Durham NC 11/2022 10/2024
The Dilweg Companies Durham NC 05/2021 11/2022
Labcorp Burlington NC 10/2019 05/2021
The Dilweg Companies Durham NC 04/2017 09/2019
Vesta Corporation Weatogue CT 05/2016 03/2017
Core Planning, Llc Ofallon MO 04/2026 Present
  • 10/2024 → 04/2026
    Fidelity Investments
    Durham, NC
  • 11/2022 → 10/2024
    Fidelity Investments
    Durham, NC
  • 05/2021 → 11/2022
    The Dilweg Companies
    Durham, NC
  • 10/2019 → 05/2021
    Labcorp
    Burlington, NC
  • 04/2017 → 09/2019
    The Dilweg Companies
    Durham, NC
  • 05/2016 → 03/2017
    Vesta Corporation
    Weatogue, CT
  • 04/2026 → Present
    Core Planning, Llc
    Ofallon, MO
Designations
Other Names
  • Gregory Dier

View on SEC IAPD

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MAINSTREET RIA LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

Jared M Mora
CHAD MICHAEL CENTORBI
Stephen Thomas Bommarito
Benjamin Phillip Wishman
James Corey Rudd
Daniel Dean Joseph Farner
John Thomas Farner
Bryce Starzyk

Other Offices

EDWARD JONES · OFALLON, MO
CENTORBI FINANCIAL GROUP, INC. · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
FORTIS CAPITAL ADVISORS, LLC · O'Fallon, MO
LPL FINANCIAL LLC · O'FALLON, MO
CETERA INVESTMENT ADVISERS LLC · O'FALLON, MO

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