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2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-06-02 |
Branch Locations
2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Covington | LA | 10/2012 | 06/2017 |
| Lpl Financial, Llc | Metairie | LA | 06/2017 | Present |
| Level Four Advisory Services | Metairie | LA | 06/2017 | 08/2018 |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Metairie | LA | 08/2018 | 05/2023 |
| Second Line Capital, Llc | Folsom | LA | 05/2023 | Present |
1. 06/29/2017 - Faubourg Private Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/28/2017 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% 2. 06/29/2017 - Faubourg Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/28/2017 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% 3. 3/9/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/07/2018 - 2 Hours Per Month During Securities Trading. 4. 10/9/2018 - No Business Name (Brent and Dana Bowlin Trust) - Not Investment Related - Home Based - Act in a Fiduciary Capacity - Start Date:10/01/2018 - 10 Hours Per Month/0 Hours During Trading 5. 9/3/2019 - Brentson S. Bowlin - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Agent - Started 09/10/2019 - 2 Hours Per Month/0 Hours During Securities Trading 6. 10/02/2019 - Faubourg Private Wealth - INV REL - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 01/01/2020 - 120 Hours Per Month/ During Securities Trading 7. 05/31/2023 - Second Line Capital, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 01/01/2020 - 160 Hours Per Month/ 120 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 1/202. I expect to spend approximately 160 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-08 |
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