DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William Gerard Skinner
Feed of 09/14/2026
Also filed as Billy Skinner
At current firm
0 y
since Jan 30, 2026
In the industry
20 y
since Oct 29, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Alta Wealth Advisors LLC independent RIA currentsince Jan 30, 2026 · Woburn, Ma
- Osaic Institutions, Inc. BD affiliatedDec 23, 2021 to Feb 2, 2026 · Newton, Ma
- Destra Capital Advisors LLC asset managerOct 16, 2018 to Nov 16, 2021 · Boston, Ma
- Eaton Vance Management asset managerAug 29, 2008 to May 29, 2014 · Boston, Ma
- Wells Fargo Advisors wirehouseNov 1, 2005 to Nov 20, 2007 · Beverly, Ma
Moves
a registration end followed by a registration begin elsewhere
- Osaic Institutions, Inc. to Alta Wealth Advisors LLCleft Feb 2, 2026, registered Jan 30, 2026 (-3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Destra Capital Advisors LLC to Osaic Institutions, Inc.left Nov 16, 2021, registered Dec 23, 2021 (37 days) · Other
- Eaton Vance Management to Destra Capital Advisors LLCleft May 29, 2014, registered Oct 16, 2018 (1601 days) · Other
- Wells Fargo Advisors to Eaton Vance Managementleft Nov 20, 2007, registered Aug 29, 2008 (283 days) · Other
Signals
- William Gerard Skinner left Osaic Institutions, Inc. for Alta Wealth Advisors Llc (registered 2026-01-30)Feb 2, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address