Dakota P. Taylor

SECOND LINE CAPITAL

COVINGTON, LA 70433

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CRD#: 7072050

Professional summary

Dakota P Taylor, who also goes by Dakota Taylor, is a registered financial advisor currently at SECOND LINE CAPITAL, LLC located in Covington, Louisiana.

Dakota is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Dakota has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dakota Taylor

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dakota P Taylor's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 16, 2026 - Present

SECOND LINE CAPITAL, LLC

Office #1: 130 Terra Bella Blvd, Covington, LA 70433

RIA

CRD#: 324386

COVINGTON, LA

Past

September 26, 2025 - March 16, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

COVINGTON, LA

Past

August 5, 2024 - March 16, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Covington, LA

Past

June 30, 2023 - July 19, 2024

PARADIEM, LLC

RIA

CRD#: 158200

COVINGTON, LA

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".

SECOND LINE CAPITAL, LLC

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
(3/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/19/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/30/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/26/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/23/2024

Securities Industry Essentials Examination

Current Firm

SECOND LINE CAPITAL, LLC

CRD#: 324386 / SEC#: 801-127790

RIA

Registered Investment Advisory firm - (9/19/2023 Approved)

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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

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR SECOND LINE CAPITAL, LLC (3/27/2025)

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.

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Firm Stability Insights

Dakota P. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dakota P Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

PARADIEM, LLC

Primary Firm SEC Registration

SECOND LINE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/19/2025

Series 65

Date: 6/30/2023

Series 7TO

Date: 9/26/2025

SIE

Date: 10/23/2024

Current Firm

SECOND LINE CAPITAL, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SECOND LINE CAPITAL, LLC

TRUST BUT VERIFY

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