RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••• B•••••••
- Title
- Managing Partner & CEOreportedsecondlinecapital.comfirm site, Sep 15, 2026
- Partner or owner
- “Managing Partner & CEO”reportedsecondlinecapital.comthe sentence on the bio page
- Direct business phone
- 504-321-9360reportedsecondlinecapital.comfirm site, Sep 15, 2026
- Professional profile
- secondlinecapital.com/team/john-bordelonreportedsecondlinecapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••• L••• C••••••• L•• independent RIA currentsince May 18, 2023 · Metairie, La
- A•••••• R••••••• C•••••• independent RIASep 23, 2021 to May 31, 2023 · Metairie, La
- E••••• J•••• national BDMay 14, 2018 to Sep 24, 2021 · New Orleans, La
- A•••••• R••••••• C•••••• to S••••• L••• C••••••• L••left May 31, 2023, registered May 18, 2023 (-13 days) · RIA to a newly registered adviser · moved with a team
- E••••• J•••• to A•••••• R••••••• C••••••left Sep 24, 2021, registered Sep 23, 2021 (-1 days) · Affiliated broker-dealer or bank to another
- J••• B••••••• left A•••••• R••••••• C•••••• for S••••• L••• C••••••• L•• (registered 2023-05-18)May 31, 2023 · a•••••• firm change · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address