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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

WILLIAM GERARD SKINNER

Advisor at ALTA WEALTH ADVISORS LLC

WOBURN, MA

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Search this name across graphsid dfx:ria:9385c8d0-78d2-3a57-3de8-03d1f2e5bd3a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 1, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALTA WEALTH ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 29, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 29, 2005
First registration: Nov 1, 2005
Dual registered: yes, broker-dealer
Other names: BILLY SKINNER|WILLIAM G SKINNER|WILLIAM G SKINNER
IAPD individual key: 4892934

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALTA WEALTH ADVISORS LLC	Independent wealth	Jan 30, 2026	n/a	yes	WOBURN, MA	Current employment
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Dec 23, 2021	Feb 2, 2026	no	Newton, MA	Previous registration
DESTRA CAPITAL ADVISORS LLC	Asset manager	Oct 16, 2018	Nov 16, 2021	no	Boston, MA\|BOZEMAN, MT\|Holyoke, MA	Previous registration
EATON VANCE MANAGEMENT	Asset manager	Aug 29, 2008	May 29, 2014	no	BOSTON, MA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 1, 2005	Nov 20, 2007	no	BEVERLY, MA\|WAKEFIELD, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC INSTITUTIONS, INC.	ALTA WEALTH ADVISORS LLC	Feb 2, 2026	Jan 30, 2026	-3	Firm change	Ibd to RIA
DESTRA CAPITAL ADVISORS LLC	OSAIC INSTITUTIONS, INC.	Nov 16, 2021	Dec 23, 2021	37	Firm change	Other
EATON VANCE MANAGEMENT	DESTRA CAPITAL ADVISORS LLC	May 29, 2014	Oct 16, 2018	1,601	Firm change after gap	Other
WELLS FARGO ADVISORS	EATON VANCE MANAGEMENT	Nov 20, 2007	Aug 29, 2008	283	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
35371:293675:MA:2026-02-02	Feb 2, 2026	Jan 30, 2026	NEWTON, MA	Firm change

Relationships

Registered with (5)

→ ALTA WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Jan 30, 2026 to presentfactForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Dec 23, 2021 to Feb 2, 2026factForm ADV
→ DESTRA CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Oct 16, 2018 to Nov 16, 2021factForm ADV
→ EATON VANCE MANAGEMENTRegistered adviserregistration: previous registration
Aug 29, 2008 to May 29, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 1, 2005 to Nov 20, 2007factForm ADV

Dated events

Occurred
Feb 2, 2026
Advisor changed firm
William Gerard Skinner left Osaic Institutions, Inc. for Alta Wealth Advisors Llc (registered 2026-01-30)
Form ADVobserved 4 days ago