Jeb Stuart Zoller

Current Employers

Employment History

• 05/2012 → Present
  Lpl Financial, Llc
  Columbia, SC
• 05/2012 → 09/2022
  Davinci Financial Designs
  Columbia, SC
• 09/2022 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2013-01-18 → 2022-10-12
  Davinci Financial Designs
  Columbia, SC
• 2012-05-14 → 2012-12-31
  Davinci Financial Designs
  Columbia, SC
• 2005-09-02 → 2012-05-07
  First Command Brokerage Services, Inc.
  Columbia, SC
  Columbia, SC
• 2005-04-13 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

1. 05/03/2012: Non-Variable Insurance- DaVinci Risk Designs- Sales of fixed life, disability, UL, indexed UL, term, and long term care insurance. Investment Related - COLUMBIA, SC - 0 Hrs/Mth - 0 Hrs During Trading -15% OF TIME. 2. 05/03/2012 - Zoller & Associates, LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - 0 Hrs/Mth - 0 Hrs During Trading. 3. 01/16/2013 - DaVinci Financial Designs - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 4. 11/02/2022 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 09/30/2022 - 12 Hours Per Month/2 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 12 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. 5. 11/07/2022 - Sage Financial Systems, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/30/2022 - 160 Hours Per Month/8 Hours During Securities Trading 6. 12/05/2022 - Independent Advisor Alliance - DBA: Sage Financial Systems LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 10/01/2022 - 80 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Independent Advior Alliance, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 80 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. 7. 04/21/2023 - Sage Real Property Group - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date 09/30/2022 - 8 Hours Per Month/1 Hours During Securities Trading. 8. 04/21/2023 - Jeb S Zoller - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 10/01/2022 - 5 Hours Per Month/1 Hours During Securities Trading 9. 07/17/2025 - Sage Planning Team - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:06/28/2022 - 0 Hrs/Mth - 0 Hrs During Trading. 10. 06/30/2026- Sage Financial Systems- Author: "The Sage Peace of Mind Cash Flow System"- Not Investment Related- Columbia, SC - Start Date 06/29/2026- 4 hours per month/ 0 hours during trading 11. 06/30/2026- Sage Financial Systems- Author: "Designing and Living Into Your Ideal Life"- Not Investment Related- Columbia, SC - Start Date 06/29/2026- 4 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-08
• S63 Uniform Securities Agent State Law Examination
  2003-02-20

Designations