George David Pierce

Current Employers

Invest Inc.

444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APP_PEND_IARCE	2026-01-01

KY RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503 • 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

Organization	City	State	From	To
Pierce Financial Planning Inc	Lexington	KY	09/1997	Present

09/1997 → Present

Pierce Financial Planning Inc

Lexington, KY

Previous Registrations

1991-10-25 → 2022-12-08

Pierce Financial Planning, Inc

Lexington, KY

Lexington, KY

Lexington, KY

Other Businesses

GEORGE D PIERCE CPA NON INVESTMENT RELATED 444 LEWIS HARGETT CR. LEXINGTON KY 40507 TAX PREPARATION SOLE PROPRIETOR DATE STARTED JUNE 1976 65-70 HOURS PER MONTH (SEASONAL) INDIVIDUAL AND BUSINESS TAX PREPARATION

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-07-01

S63 Uniform Securities Agent State Law Examination

1986-07-01

View on SEC IAPD

Current Employers

Invest Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

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