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William Gerard Skinner

Alta Wealth Advisors LLC

Woburn, MA

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Current Employers
Alta Wealth Advisors Llc

300 Tradecenter, Suite 5700, Woburn, MA 01801 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-30
  • MA RA
    APPROVED
    Since 2026-01-30

Branch Locations

300 Tradecenter, Suite 5700, Woburn, MA 01801 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Yogurt City Springfield MA 07/2012 12/2017
Behringer Addison TX 06/2014 12/2016
Resource Securities, Inc. Philadelphia PA 01/2017 12/2017
Destra Capital Investments Llc Bozeman MT 10/2018 12/2021
Lpl Financial, Llc Woburn MA 01/2026 Present
Osaic Newton MA 12/2021 01/2026
Provasi Capital Addison TX 05/2014 12/2016
Alta Wealth Advisors Llc Woburn MA 01/2026 Present
Unemployed Newton MA 12/2017 10/2018
  • 07/2012 → 12/2017
    Yogurt City
    Springfield, MA
  • 06/2014 → 12/2016
    Behringer
    Addison, TX
  • 01/2017 → 12/2017
    Resource Securities, Inc.
    Philadelphia, PA
  • 10/2018 → 12/2021
    Destra Capital Investments Llc
    Bozeman, MT
  • 01/2026 → Present
    Lpl Financial, Llc
    Woburn, MA
  • 12/2021 → 01/2026
    Osaic
    Newton, MA
  • 05/2014 → 12/2016
    Provasi Capital
    Addison, TX
  • 01/2026 → Present
    Woburn, MA
  • 12/2017 → 10/2018
    Unemployed
    Newton, MA
Previous Registrations
Other Businesses

1. 12/2025 - Alta Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/30/2026 2. 12/2025 - Springfield Inspection Center - Other - Investment Related - 30 Hour(s)/Month - 0 Hour(s) During Trading - Springfield MA 01108 - OBA Start Date: 11/19/2025 3. 02/06/2026 - Alta Wealth Advisors, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/16/2026 - 160 hours per month/ during trading - I provide investment advisory services through Alta Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-29
  • S66 Uniform Combined State Law Examination
    2005-10-29
Other Names
  • Billy Skinner
  • William G Skinner
  • William G Skinner

View on SEC IAPD

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