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
Mark Joseph Alaimo
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
At current firm
0 y
since Oct 9, 2025
In the industry
19 y
since Jun 1, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Lcw Planning And Investments, LLC state registered currentsince Oct 9, 2025 · Lawrence, Ma
- Bainco International Investors LLC formerNov 21, 2017 to Oct 2, 2018 · Boston, Ma
- Lion Street Advisors, LLC formerFeb 6, 2017 to Nov 9, 2017 · Newton, Ma
- Kestra Advisory Services, LLC BD affiliatedOct 4, 2016 to Feb 2, 2017 · Newton, Ma
- Twin Focus Capital Partners, LLC independent RIADec 23, 2015 to Aug 9, 2016 · Boston, Ma
- Wealth Management Advisors, LLC formerFeb 28, 2008 to Oct 16, 2014 · Tewksbury, Ma
Moves
a registration end followed by a registration begin elsewhere
- Bainco International Investors LLC to Lcw Planning And Investments, LLCleft Oct 2, 2018, registered Oct 9, 2025 (2564 days) · RIA to a state-registered adviser
- Lion Street Advisors, LLC to Bainco International Investors LLCleft Nov 9, 2017, registered Nov 21, 2017 (12 days) · Other
- Kestra Advisory Services, LLC to Lion Street Advisors, LLCleft Feb 2, 2017, registered Feb 6, 2017 (4 days) · Other · moved with a team
- Twin Focus Capital Partners, LLC to Kestra Advisory Services, LLCleft Aug 9, 2016, registered Oct 4, 2016 (56 days) · Other
- Wealth Management Advisors, LLC to Twin Focus Capital Partners, LLCleft Oct 16, 2014, registered Dec 23, 2015 (433 days) · Other
Signals
No dated event on this person.
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
- STATE REGISTEREDderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address