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Mark Joseph Alaimo

Lcw Planning And Investments, LLC

Lawrence, MA

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Current Employers
Lcw Planning And Investments, Llc

303 Canal Street, Lawrence, MA 01840 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-10-30
MA RA APPROVED 2025-10-09
  • NH RA
    APPROVED
    Since 2025-10-30
  • MA RA
    APPROVED
    Since 2025-10-09

Branch Locations

303 Canal Street, Lawrence, MA 01840 • 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
Kestra Financial Services, Llc Newton MA 09/2016 02/2017
Sapers & Wallack, Inc. / Lion Street Advisors, Llc Newton MA 08/2016 10/2017
Bainco International Investors, Llc Boston MA 11/2017 08/2018
Unemployed N/A XX 08/2018 04/2019
Lcw-Cpa'S, Inc. Lawrence MA 04/2019 Present
Lcw Planning And Investments, Llc Lawrence MA 09/2025 Present
  • 09/2016 → 02/2017
    Kestra Financial Services, Llc
    Newton, MA
  • 08/2016 → 10/2017
    Sapers & Wallack, Inc. / Lion Street Advisors, Llc
    Newton, MA
  • 11/2017 → 08/2018
    Bainco International Investors, Llc
    Boston, MA
  • 08/2018 → 04/2019
    Unemployed
    N/A, XX
  • 04/2019 → Present
    Lcw-Cpa'S, Inc.
    Lawrence, MA
  • 09/2025 → Present
    Lawrence, MA
Previous Registrations
  • 2017-11-21 → 2018-10-02
    Bainco International Investors Llc
    Boston, MA
  • 2017-02-06 → 2017-11-09
    Lion Street Advisors, Llc
    Newton, MA
  • 2016-10-04 → 2017-02-02
    Newton, MA
    Austin, TX
  • 2015-12-23 → 2016-08-09
    Boston, MA
  • 2008-02-28 → 2014-10-16
    Wealth Management Advisors, Llc
    Tewksbury, MA
Other Businesses

1) LCW-CPA'S, INC.; NOT INVESTMENT-RELATED; LAWRENCE, MA 01840; CPA FIRM; PRESIDENT; 4/29/2019; 160 HOURS PER MONTH; 100 DURING TRADING HOURS; MANAGE AND OVERSEE ALL OPERATIONS 2) LCW ADVISORY AND CONSULTING, LLC; NOT INVESTMENT-RELATED; LAWRENCE MA 01840; CONSULTING AND ADVISORY; OWNER; 8/12/2025; 20 HOURS PER MONTH; 0 DURING TRADING HOURS; OVERSEE DAY TO DAY OPERATIONS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-01
  • S65 Uniform Investment Adviser Law Examination
    2007-06-01
Designations

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