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Thomas C Pilling

Strategic Advisers LLC

Phoenix, AZ

Peoria, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Phoenix, AZ • United States

7565 West Bell Road, Peoria, AZ 85382-3829 • 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 Covington KY 02/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2008 → Present
    Fidelity Investments
    Covington, KY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Peoria, AZ
    Peoria, AZ
    Phoenix, AZ
  • 2010-01-01 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
    Greenwood Village, CO
    Glendale, AZ
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-29
S63 Uniform Securities Agent State Law Examination 2008-05-06
  • S66 Uniform Combined State Law Examination
    2009-12-29
  • S63 Uniform Securities Agent State Law Examination
    2008-05-06
Other Names
  • Thomas Pilling
  • Thomas Clark Pilling
  • Thomas Clark Pilling

View on SEC IAPD

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