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Elizabeth Margaret Mcgill

Pilot Retirement Advisors

Carlsbad, CA

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Current Employers
Pilot Retirement Advisors

Carlsbad, CA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-05-14
CO RA APPROVED 2021-01-28
TX RA APPROVED 2020-12-22
CA RA APPROVED 2020-11-24
  • VA RA
    APPROVED
    Since 2025-05-14
  • CO RA
    APPROVED
    Since 2021-01-28
  • TX RA
    APPROVED
    Since 2020-12-22
  • CA RA
    APPROVED
    Since 2020-11-24

Branch Locations

Carlsbad, CA • 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
Executive Physical Therapy Milwaukee WI 09/2013 11/2018
Stay At Home Parent Oceanside CA 11/2018 12/2019
Wwm Financial Carlsbad CA 01/2020 05/2020
Stay At Home Parent Oceanside CA 05/2020 10/2020
Pilot Retirement Advisors Llc Oceanside CA 10/2020 Present
  • 09/2013 → 11/2018
    Executive Physical Therapy
    Milwaukee, WI
  • 11/2018 → 12/2019
    Stay At Home Parent
    Oceanside, CA
  • 01/2020 → 05/2020
    Wwm Financial
    Carlsbad, CA
  • 05/2020 → 10/2020
    Stay At Home Parent
    Oceanside, CA
  • 10/2020 → Present
    Pilot Retirement Advisors Llc
    Oceanside, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-21
  • S65 Uniform Investment Adviser Law Examination
    2020-01-21
Designations
Other Names
  • Lizzie Mcgill

View on SEC IAPD

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