DFX Intelligence
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.
Advisor moves
Arrivals at Second Line Capital, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kamran Mahmood | J.P. Morgan Securities LLC wirehouse | Second Line Capital, LLC independent RIA | Wirehouse to independent RIA | Mar 18, 2026 | Mar 25, 2026 |
| Dakota P Taylor | Cambridge Investment Research Advisors, Inc. BD affiliated | Second Line Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 16, 2026 | Mar 16, 2026 |
| Bryant Charles Magee | Cetera Investment Advisers LLC BD affiliated | Second Line Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 3, 2025 | Apr 2, 2025 |
| Joseph Houston Combest | Triton Financial Group, Inc independent RIA | Second Line Capital, LLC independent RIA | RIA to RIA | Jan 7, 2025 | Jan 2, 2025 |
| Justin Thaddeus Ranger | Ameriprise Financial Services, LLC national BD | Second Line Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 15, 2024 | Mar 4, 2024 |
| Justin Blake Archote | Edward Jones national BD | Second Line Capital, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 11, 2023 | Sep 1, 2023 |
| Bryan Gerald Musso | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | Jun 16, 2023 | Jun 19, 2023 |
| Brentson Sanford Bowlin | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 31, 2023 | Jun 2, 2023 |
| John Bordelon | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 31, 2023 | May 18, 2023 |
| Robert Valliant Brown | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | May 18, 2023 |
| Alden Gerard Hagardorn | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | May 22, 2023 |
| Stephen Brennan Browne | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | May 18, 2023 |
| P David Soliman | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | May 18, 2023 |
| Daniel M Abraham | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | May 22, 2023 |
| Timothy Kent Aubin | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | May 18, 2023 |
| Jason A Duplantis | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | May 18, 2023 |
| Jaron Blake Miller | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | May 18, 2023 |
| Andrea Anne Romero | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | May 18, 2023 |
| Connor Hunt Duplessis | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | May 18, 2023 |
| John Ronald Atchley | Advisor Resource Council independent RIA | Second Line Capital, LLC no RAUM | RIA to a newly registered adviser | May 18, 2023 | Jun 19, 2023 (32 d) |
| Paige Leigh St. Martin | LPL Financial LLC BD affiliated | Second Line Capital, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 7, 2020 | May 18, 2023 (953 d) |
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21 moves match.