P David Soliman

Current Employers

Employment History

• 03/2015 → Present
  Lpl Financial, Llc
  Metairie, LA
• 08/2015 → 08/2018
  Level Four Advisory Services
  Metairie, LA
• 08/2018 → 05/2023
  Advisor Resource Council (Formerly: 360 Wealth Management, Llc)
  Metairie, LA
• 05/2023 → Present
  Second Line Capital, Llc
  Metairie, LA
• 03/2015 → Present
  Faubourg Private Wealth
  Metairie, LA

Previous Registrations

• 2018-08-02 → 2023-05-18
  Advisor Resource Council
  Metairie, LA
  Dallas, TX
• 2015-03-12 → 2018-08-02
  Level Four Advisory Services
  Metairie, LA
  Dallas, TX
• 2012-10-01 → 2015-03-12
  J.P. Morgan Securities Llc
  Metairie, LA
• 2007-12-17 → 2012-10-01
  Chase Investment Services Corp.
  New Orleans, LA
  Metairie, LA
  New Orleans, LA
  Metairie, LA
  Harahan, LA

Other Businesses

1. 3/6/2015 - Faubourg Private Wealth Advisors - INV REL- At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 3/1/2015 - Time Spent 100% 2. 3/6/2015: NO BUSINESS NAME - Investment Related - 3319-23 NAPOLEON AVE, NEW ORLEANS, LA 70125 - REAL ESTATE RENTAL - START 03/09/2014 - Time Spent 2% - LANDLORD AND CO-OWNER. 3. 11/1/2017: Back 9 Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/31/2017 - 2 Hours Per Month/1 Hour During Securities Trading. 4. 8/26/2019 - No Business Name - Investment Related - New Orleans, LA 70125 - Real Estate Rental - Landlord and co-owner - Started 03/09/2009 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 10/11/2019 - Advisor Resource Council - INV REL - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 1/1/2020 - 120 Hours Per Month/ During Securities Trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in Jan 2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 4/28/2022 - Margotritaville, LLC - Investment Related - Home Based - Real Estate Rental - Independent contractor - Start Date - 01/01/2012 -24 Hours Per Month/0 Hours During Securities Trading. 7. 3/10/2023 - Faubourg Terrabella - Investment Related - Covington LA 70433 - Real Estate Rental - Start Date - 02/17/2023 - 1 Hour Per Month/0 Hours During Securities Trading 8. 4/28/2023 - Faubourg Private Wealth, LLC - INV REL - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 3/6/2015 - 170 Hours Per Month/ 140 Hours During Securities Trading 9. 5/31/2023 - Second Line Capital, LLC - INV REL - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 4/10/2023 - 10 Hours Per Month/ 0 Hours During Securities Trading - I provide investment advisory services through Second Line Capital, LLC, an independent investment advisor firm. I started this business activity in 4/2023. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 10. 9/14/2023: Kraken House Nola; New Orleans, LA; Business Owner; Social Media Influencer; not inv. related; start date 1/1/2021; 4hr/mo.; 0hrs during trading. 11. 10/6/2023: Faubourg Private Wealth; At Reported Business Location(s); Registered Investment Advisor DBA; Inv. related; start date 5/17/2023; 160hrs/mo. during trading. 12. 03/27/2024 - Big Easy Weight Loss - Other - Medical Spa - Partner - Not Investment Related - Virtual - Start Date 03/15/2024 - 20 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-12-13

Other Names

• P David Soliman
• David Soliman
• Peter David Soliman
• Peter David Soliman