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3030 S La Cienega Blvd, Culver City, CA 90232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
Branch Locations
3030 S La Cienega Blvd, Culver City, CA 90232 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Culver City | CA | 09/2009 | 04/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2026 | Present |
| Purshe Kaplan Sterling Advisory D/B/A Laine Wealth Management | El Segundo | CA | 04/2026 | 06/2026 |
| Altruist Advisors Llc D/B/A Laine Wealth Management | Culver City | CA | 06/2026 | Present |
1) Purshe Kaplan Sterling Investments; Yes; 80 State St, Albany, NY 12207; Brokerage; Contractor; 04/11/2026; 40; 40; Brokerage business. 2) Fixed Insurance; Yes; At Registered Location; Fixed Insurance; Agent; 04/2026; 10; 10; Provide insurance advice based on the needs of clients. 3) Living Well Enterprises, LLC; No; 4469 Amiralty Way Marina Del Rey, CA 90292; Other; Captain; 01/2011; 4; 0; Sail boat chartering. 4) Lomita Street Enterprises; No; 126 Lomita St El Segundo, CA 90245; Real Estate Rental/Commercial/Property/Management Services; Owner; 01/2011; 1; 0; 50% owner of the office building, we sublease some space to a law firm. 5) Spirit of Youth Foundation; No; 126 Lomita St El Segundo, CA 90245; Charitable or non-profit Organization; Board Member; 01/2000; 0; 0; Treasure of a discontinued charitable foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-15 |
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