PILOT RETIREMENT SERVICES, LLC
Legal name: PILOT RETIREMENT SERVICES
CRD #134198 SEC #801-64025 FT. WAYNE, IN 260-456-1479
SEC Registered
Total AUM
$73.8M
Discretionary
$0
Employees
5
Clients
--
Accounts
744
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 12, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCARDLE, MICHAEL, BRADY | I | EVP | NA | Control |
| MCARDLE, MICHAEL, BRADY | I | EVP | NA | Control |
| MCARDLE, MICHAEL, BRADY | I | EVP | NA | Control |
| MCARDLE, MICHAEL, BRADY | I | EVP | NA | Control |
| MCARDLE, MICHAEL, BRADY | I | EVP | NA | Control |
| SELF, JONATHAN, ANDREW | I | CFO | NA | Control |
| SELF, JONATHAN, ANDREW | I | CFO | NA | Control |
| SELF, JONATHAN, ANDREW | I | CFO | NA | Control |
| SELF, JONATHAN, ANDREW | I | CFO | NA | Control |
| YEAGER, CHRISTOPHER, TODD | I | PRESIDENT/CEO/CCO | NA | Control |
| YEAGER, CHRISTOPHER, TODD | I | PRESIDENT/CEO/CCO | NA | Control |
| YEAGER, CHRISTOPHER, TODD | I | PRESIDENT/CEO/CCO | NA | Control |
| YEAGER, CHRISTOPHER, TODD | I | PRESIDENT/CEO/CCO | NA | Control |
| YEAGER, CHRISTOPHER, TODD | I | PRESIDENT/CEO/CCO | NA | Control |
| YEAGER, CHRISTOPHER, TODD | I | PRESIDENT/CEO/CCO | NA | Control |
| PILOT HOLDINGS GROUP, INC. | DE | SHAREHOLDER | E | Control |
| PILOT HOLDINGS GROUP, INC. | DE | SHAREHOLDER | E | Control |
| PILOT HOLDINGS GROUP, INC. | DE | SHAREHOLDER | E | Control |
| PILOT HOLDINGS GROUP, INC. | DE | SHAREHOLDER | E | Control |
| PILOT HOLDINGS GROUP, INC. | DE | SHAREHOLDER | E | Control |
| PILOT HOLDINGS GROUP, INC. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| YEAGER, CHRISTOPHER, T. | I | PILOT HOLDINGS GROUP, INC. | E | Control |
| YEAGER, CHRISTOPHER, T. | I | PILOT HOLDINGS GROUP, INC. | E | Control |
| YEAGER, CHRISTOPHER, T. | I | PILOT HOLDINGS GROUP, INC. | E | Control |
| YEAGER, CHRISTOPHER, T. | I | PILOT HOLDINGS GROUP, INC. | E | Control |
| YEAGER, CHRISTOPHER, T. | I | PILOT HOLDINGS GROUP, INC. | E | Control |
| YEAGER, CHRISTOPHER, T. | I | PILOT HOLDINGS GROUP, INC. | E | Control |
Registrations
Federal
IA
Oct 12, 2005 REGISTERED
Notice Filings (45)
AK AL AZ CA CO CT DE FL GA HI IA ID IL IN KS KY LA MA MD MI MN MO MS MT NC NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA WA WI WV
Address
4235 FAIRFIELD AVENUEFT. WAYNE, IN 46807
USA
Phone: 260-456-1479