BB
Brentson S. Bowlin
SECOND LINE CAPITAL
Folsom, LA
Some features on this profile are disabled
CRD#: 5125104
BB
Professional summary
Brentson Sanford Bowlin, who also goes by Brent S Bowlin, Brent Sanford Bowlin, Brentson S Bowlin, is a registered financial advisor currently at SECOND LINE CAPITAL, LLC located in Folsom, Louisiana.
Brentson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brentson has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brent S Bowlin | Brent Sanford Bowlin | Brentson S Bowlin
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. 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.
CRS (Client Relationship Summary) - RIA
Click below to view Brentson Sanford Bowlin'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
RIA
CRD#: 324386
Folsom, LA
Past
August 2, 2018 - May 31, 2023
ADVISOR RESOURCE COUNCIL
RIA
CRD#: 164109
Covington, LA
Past
July 3, 2017 - August 2, 2018
LEVEL FOUR ADVISORY SERVICES
RIA
CRD#: 134086
Metairie, LA
Past
June 29, 2017 - December 22, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
METAIRIE, LA
Past
October 1, 2012 - July 12, 2017
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
COVINGTON, LA
Past
October 1, 2012 - July 12, 2017
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
COVINGTON, LA
Past
June 13, 2008 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
COVINGTON, LA
Past
June 13, 2008 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
COVINGTON, LA
Past
April 18, 2007 - June 4, 2008
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
METARIE, LA
Past
April 13, 2007 - June 4, 2008
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
METARIE, LA
Past
June 6, 2006 - December 12, 2006
EDWARD JONES
BD
CRD#: 250
MCCOMB, MS
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.Highlighted states indicate IAR registrations
IAR
Louisiana(5/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
