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.

Current firm

RTD FINANCIAL ADVISORS INC

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

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jul 8, 2022

First registration

Jul 9, 2022

Dual registered

no

IAPD individual key

7578063

• Occurred

  Mar 12, 2024
  Advisor changed firm

  Lillia Smith left Corient for Rtd Financial Advisors Inc (registered 2025-10-01)

  Form ADVobserved 6 days ago
• Occurred

  Mar 31, 2023
  Advisor changed firm

  Lillia Smith left Radnor Financial Advisors, Llc for Corient (registered 2022-11-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9312318c-5be2-1dfd-9176-079b6a0f0c1d

First observed

Jul 9, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.