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"THE PILOT'S ADVISOR," LLC

· CRD 160241 · IAPD ↗ · retirepilots.com · 843-475-3038

$0Regulatory AUM
1Advisory reps
1Employees
530Clients
n/aPlanning clients
0Private funds
34States
5Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

34
May 2026 — "THE PILOT'S ADVISOR," LLC notice-filed in MD, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
32
December 2025 — "THE PILOT'S ADVISOR," LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
July 2025 — "THE PILOT'S ADVISOR," LLC (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.