Alaina Kathryn Skolnik

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2019-04-11

CA RA
APPROVED

Since 2019-04-11

Branch Locations

Rohnert Park, CA • 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

Organization	City	State	From	To
Lpl Financial, Llc	Petaluma	CA	06/2017	01/2019
Lpl Financial, Llc	Petaluma	CA	01/2019	Present
Kaiser Permanente	Oakland	CA	06/2013	01/2019

06/2017 → 01/2019

Lpl Financial, Llc

Petaluma, CA
01/2019 → Present

Lpl Financial, Llc

Petaluma, CA
06/2013 → 01/2019

Kaiser Permanente

Oakland, CA

Other Businesses

1. 11/30/2021 - Skolnik Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/07/2019 - 160 Hours Per Month/7 Hours During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-04-04

S66 Uniform Combined State Law Examination

2019-04-04

Other Names

Alaina Kathryn Skolnik
Lainey Skolnik
Lainey Hamilton
Alaina Kathryn Hamilton
Lainey Kathryn Hamilton
Lainey Kathryn Skolnik

View on SEC IAPD