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Current Employers
Altruist Advisors Llc

3030 S La Cienega Blvd, Culver City, CA 90232 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-17
  • CA RA
    APPROVED
    Since 2026-06-17

Branch Locations

3030 S La Cienega Blvd, Culver City, CA 90232 • United States

126 Lomita St, El Segundo, CA 90245 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 09/2009 → 04/2026
    Lpl Financial Corporation
    Culver City, CA
  • 04/2026 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 04/2026 → 06/2026
    Purshe Kaplan Sterling Advisory D/B/A Laine Wealth Management
    El Segundo, CA
  • 06/2026 → Present
    Altruist Advisors Llc D/B/A Laine Wealth Management
    Culver City, CA
Previous Registrations
  • 2026-04-10 → 2026-06-15
    Albany, NY
  • 2009-09-08 → 2026-05-05
    El Segundo, CA
    Marina Del Rey, CA
  • 1997-07-08 → 2009-10-13
    Associated Planners Investment Advisory Inc
    Culver City, CA
  • 2003-04-29 → 2009-09-08
    Associated Securities Corp.
    Boston, MA
    Culver City, CA
    Los Angeles, CA
    Menefee, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-03
S63 Uniform Securities Agent State Law Examination 1988-08-15
  • S65 Uniform Investment Adviser Law Examination
    1999-06-03
  • S63 Uniform Securities Agent State Law Examination
    1988-08-15
Designations

View on SEC IAPD

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