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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist19 years in industry

MARK JOSEPH ALAIMO

Advisor at LCW PLANNING AND INVESTMENTS, LLC

LAWRENCE, MA

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Search this name across graphsid dfx:ria:e71d83d1-70f5-7bd2-7b55-446f15f11eeb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2008 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: LCW PLANNING AND INVESTMENTS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S65
First exam: Jun 1, 2007
First registration: Feb 28, 2008
Dual registered: no
IAPD individual key: 5492464

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
LCW PLANNING AND INVESTMENTS, LLC	State registered	Oct 9, 2025	n/a	yes	LAWRENCE, MA	Current employment
BAINCO INTERNATIONAL INVESTORS LLC	Former SEC adviser	Nov 21, 2017	Oct 2, 2018	no	BOSTON, MA	Previous registration
LION STREET ADVISORS, LLC	Former SEC adviser	Feb 6, 2017	Nov 9, 2017	no	NEWTON, MA	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Oct 4, 2016	Feb 2, 2017	no	Newton, MA\|AUSTIN, TX	Previous registration
TWIN FOCUS CAPITAL PARTNERS, LLC	Independent wealth	Dec 23, 2015	Aug 9, 2016	no	BOSTON, MA	Previous registration
WEALTH MANAGEMENT ADVISORS, LLC	Former SEC adviser	Feb 28, 2008	Oct 16, 2014	no	TEWKSBURY, 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
BAINCO INTERNATIONAL INVESTORS LLC	LCW PLANNING AND INVESTMENTS, LLC	Oct 2, 2018	Oct 9, 2025	2,564	Firm change after gap	RIA to state RIA
LION STREET ADVISORS, LLC	BAINCO INTERNATIONAL INVESTORS LLC	Nov 9, 2017	Nov 21, 2017	12	Firm change	Other
KESTRA ADVISORY SERVICES, LLC	LION STREET ADVISORS, LLC	Feb 2, 2017	Feb 6, 2017	4	Firm change	Other
TWIN FOCUS CAPITAL PARTNERS, LLC	KESTRA ADVISORY SERVICES, LLC	Aug 9, 2016	Oct 4, 2016	56	Firm change	Other
WEALTH MANAGEMENT ADVISORS, LLC	TWIN FOCUS CAPITAL PARTNERS, LLC	Oct 16, 2014	Dec 23, 2015	433	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
283330:167610:TX:2017-02-02	Feb 2, 2017	Feb 6, 2017	AUSTIN, TX	Firm change

Relationships

Registered with (6)

→ LCW PLANNING AND INVESTMENTS, LLCRegistered adviserregistration: current employment
Oct 9, 2025 to presentfactForm ADV
→ BAINCO INTERNATIONAL INVESTORS LLCRegistered adviserregistration: previous registration
Nov 21, 2017 to Oct 2, 2018factForm ADV
→ LION STREET ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 6, 2017 to Nov 9, 2017factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Oct 4, 2016 to Feb 2, 2017factForm ADV
→ TWIN FOCUS CAPITAL PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 23, 2015 to Aug 9, 2016factForm ADV
→ WEALTH MANAGEMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 28, 2008 to Oct 16, 2014factForm ADV

Dated events

No dated event names this entity yet.