PS
P D. Soliman
SECOND LINE CAPITAL
METAIRIE, LA 70002
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CRD#: 4607111
PS
Professional summary
P David Soliman, who also goes by David Soliman, Peter David Soliman, is a registered financial advisor currently at SECOND LINE CAPITAL, LLC located in Metairie, Louisiana and LPL FINANCIAL LLC located in Metairie, Louisiana.
P is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. P has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Soliman | Peter David Soliman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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
CRS (Client Relationship Summary) - RIA
Click below to view P David Soliman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 18, 2023 - Present
SECOND LINE CAPITAL, LLC
Office #1: 2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002RIA
CRD#: 324386
METAIRIE, LA
Current
March 6, 2015 - Present
LPL FINANCIAL LLC
Office #1: 2800 Veterans Mem Blvd, #220, Metairie, LA 70002RIA
BD
CRD#: 6413
METAIRIE, LA
Past
August 2, 2018 - May 18, 2023
ADVISOR RESOURCE COUNCIL
RIA
CRD#: 164109
Metairie, LA
Past
March 12, 2015 - August 2, 2018
LEVEL FOUR ADVISORY SERVICES
RIA
CRD#: 134086
METAIRIE, LA
Past
October 1, 2012 - March 12, 2015
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
METAIRIE, LA
Past
October 1, 2012 - March 12, 2015
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
METAIRIE, LA
Past
December 17, 2007 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
METAIRIE, LA
Past
September 27, 2005 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
METAIRIE, LA
Past
February 19, 2003 - December 31, 2003
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SL
SECOND LINE CAPITAL, LLC
ATCHLEY WEALTH MANAGEMENT | SECOND LINE CAPITAL, LLC | MUSSO RETIREMENT ADVISORS | FAUBOURG PRIVATE WEALTH | ELBRIDGE ADVISORS, LLC | COMBEST FINANCIAL SERVICES
CRD#: 324386 / SEC#: 801-127790
RIA
Registered Investment Advisory firm - (9/19/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/27/2024)
RR
California(4/8/2015)
RR
Georgia(2/27/2024)
RR
Louisiana(3/6/2015)
IAR
Louisiana(5/18/2023)
RR
New York(5/7/2024)
RR
Texas(3/6/2015)
IAR
Texas(5/18/2023)
RR
Virginia(3/6/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SL
SECOND LINE CAPITAL, LLC
ATCHLEY WEALTH MANAGEMENT | SECOND LINE CAPITAL, LLC | MUSSO RETIREMENT ADVISORS | FAUBOURG PRIVATE WEALTH | ELBRIDGE ADVISORS, LLC | COMBEST FINANCIAL SERVICES
CRD#: 324386 / SEC#: 801-127790
RIA
Registered Investment Advisory firm - (9/19/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002
Mailing Address
Phone number
(504) 321-0923
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,502 |
| AUM (Assets Under Management) | $ 723,038,061 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SECOND LINE CAPITAL, LLC
CRD#: 324386Metairie, LA 70002TRUST BUT VERIFY
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