This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

INVEST INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63

First exam

Jul 1, 1986

First registration

Oct 25, 1991

Dual registered

no

IAPD individual key

1515025

• Occurred

  Dec 8, 2022
  Advisor changed firm

  George David Pierce left Pierce Financial Planning, Inc for Invest Inc. (registered 2026-01-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:88e07336-42c8-1d3e-9ce6-6e246b209883

First observed

Oct 25, 1991

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.