Jacob Robak

Current Employers

Employment History

• 07/2022 → 01/2026
  Lpl Financial Llc
  Fort Mill, SC
• 04/2022 → 07/2022
  Talentbridge
  Fort Mill, SC
• 12/2021 → 04/2022
  Unemployed
  Charleston, SC
• 08/2020 → 12/2021
  Clemson University
  Clemson, SC
• 05/2020 → 08/2020
  Ace Hardware
  Charleston, SC
• 08/2019 → 05/2020
  Clemson University
  Clemson, SC
• 05/2019 → 08/2019
  Wild Dunes Resort
  Isle Of Palms, SC
• 08/2018 → 05/2019
  Clemson University
  Clemson, SC
• 05/2018 → 08/2018
  Wild Dunes Resort
  Isle Of Palms, SC
• 08/2017 → 05/2018
  Clemson University
  Clemson, SC
• 06/2017 → 08/2017
  Unemployed
  Mount Pleasant, SC
• 07/2016 → 06/2017
  Wando High School
  Mount Pleasant, SC
• 04/2026 → Present
  Lpl Financial
  Charlotte, NC
• 03/2026 → 03/2026
  Dexian (Wells Fargo Contract)
  Charlotte, NC
• 07/2026 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2023-10-23 → 2026-02-03
  Lpl Financial Llc
  Fort Mill, SC
  Fort Mill, SC
  Fort Mill, SC

Other Businesses

1. 06/2026 - Visionary Square - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/26/2026 2. 06/2026 - Independent Advisor Alliance - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/26/2026 3. 07/14/2026 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 04/21/2026 - 160 hours per month/ during trading - I provide administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 4/2026. 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. 4. 07/14/2026 - Visionary Square - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 04/21/2026 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Jacob Louis Robak