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RIA / WealthAdvisor17 years in industry

JAKUB KUBRAK

Advisor at SILVER GROVE ADVISORY SERVICES

Celina, TX | ORCHARD PARK, NY

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Search this name across graphsid dfx:ria:e2d40d29-684f-8e0c-a9bd-4bd72558b264

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: May 11, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SILVER GROVE ADVISORY SERVICES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 24, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 24, 2009
First registration: May 11, 2010
Dual registered: no
IAPD individual key: 5572288

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SILVER GROVE ADVISORY SERVICES	Independent wealth	Aug 7, 2025	n/a	yes	Celina, TX\|ORCHARD PARK, NY	Current employment
COMPOUND PLANNING, INC.	Independent wealth	Nov 8, 2024	Aug 25, 2025	no	NEW YORK, NY\|Celina, TX	Previous registration
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	Independent wealth	Jun 16, 2022	Sep 16, 2024	no	DALLAS, TX\|Plano, TX	Previous registration
FISHER INVESTMENTS	Independent wealth	Jul 24, 2013	Feb 2, 2022	no	PLANO, TX\|CAMAS, WA\|PLANO, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 11, 2010	Sep 15, 2011	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMPOUND PLANNING, INC.	SILVER GROVE ADVISORY SERVICES	Aug 25, 2025	Aug 7, 2025	-18	Firm change	RIA to RIA
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	COMPOUND PLANNING, INC.	Sep 16, 2024	Nov 8, 2024	53	Firm change	RIA to RIA
FISHER INVESTMENTS	TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	Feb 2, 2022	Jun 16, 2022	134	Firm change	RIA to RIA
CHASE INVESTMENT SERVICES CORP.	FISHER INVESTMENTS	Sep 15, 2011	Jul 24, 2013	678	Firm change after gap	Other

Relationships

Registered with (5)

→ SILVER GROVE ADVISORY SERVICESRegistered adviserregistration: current employment
Aug 7, 2025 to presentfactForm ADV
→ COMPOUND PLANNING, INC.Registered adviserregistration: previous registration
Nov 8, 2024 to Aug 25, 2025factForm ADV
→ TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORSRegistered adviserregistration: previous registration
Jun 16, 2022 to Sep 16, 2024factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Jul 24, 2013 to Feb 2, 2022factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 11, 2010 to Sep 15, 2011factForm ADV

Dated events

Occurred
Aug 25, 2025
Advisor changed firm
Jakub Kubrak left Compound Planning, Inc. for Silver Grove Advisory Services (registered 2025-08-07)
Form ADVobserved 5 days ago
Occurred
Sep 16, 2024
Advisor changed firm
Jakub Kubrak left Texas Capital Bank Private Wealth Advisors for Compound Planning, Inc. (registered 2024-11-08)
Form ADVobserved 5 days ago
Occurred
Feb 2, 2022
Advisor changed firm
Jakub Kubrak left Fisher Investments for Texas Capital Bank Private Wealth Advisors (registered 2022-06-16)
Form ADVobserved 5 days ago