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Patrick Robert 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 2024-08-05
CA RA APPROVED 2024-08-01
TX RA APPROVED 2024-08-01
  • VA RA
    APPROVED
    Since 2025-05-14
  • CO RA
    APPROVED
    Since 2024-08-05
  • CA RA
    APPROVED
    Since 2024-08-01
  • TX RA
    APPROVED
    Since 2024-08-01

Branch Locations

Carlsbad, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Johnson Wealth Inc. Milwaukee WI 05/2016 05/2020
Howard Capital Management, Inc. Oceanside CA 05/2020 09/2020
Robertson Wealth Management Llc Oceanside CA 10/2020 07/2024
Pilot Retirement Advisors Oceanside CA 07/2024 Present
  • 05/2016 → 05/2020
    Johnson Wealth Inc.
    Milwaukee, WI
  • 05/2020 → 09/2020
    Howard Capital Management, Inc.
    Oceanside, CA
  • 10/2020 → 07/2024
    Robertson Wealth Management Llc
    Oceanside, CA
  • 07/2024 → Present
    Pilot Retirement Advisors
    Oceanside, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-18
S63 Uniform Securities Agent State Law Examination 2014-09-11
  • S65 Uniform Investment Adviser Law Examination
    2015-07-18
  • S63 Uniform Securities Agent State Law Examination
    2014-09-11
Designations
Other Names
  • Patrick Robert Mcgill
  • Patrick Robert Mcgill

View on SEC IAPD

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