DFX Intelligence

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RIA / WealthAdvisor31 years in industry

WILLIAM GRANT STAPP

Advisor at TFB ADVISORS, LLC

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c54a5448-af40-21df-2ab9-2b4e214785f2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 24, 2000 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: TFB ADVISORS, LLC
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 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Sep 3, 1996
First registration: Mar 24, 2000
Dual registered: no
IAPD individual key: 2792338

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
TFB ADVISORS, LLC	Independent wealth	Aug 4, 2022	n/a	yes	OVERLAND PARK, KS	Current employment
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 1, 2021	Jun 30, 2023	no	Overland Park, KS	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Jun 30, 2006	Nov 1, 2021	no	OVERLAND PARK, KS	Previous registration
CARILLON INVESTMENTS, INC.	n/a	Mar 24, 2000	Jun 30, 2006	no	OVERLAND PARK, KS\|OVERLAND PARK, KS	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
AMERITAS ADVISORY SERVICES, LLC	TFB ADVISORS, LLC	Jun 30, 2023	Aug 4, 2022	-330	Firm change after gap	Other
AMERITAS ADVISORY SERVICES	AMERITAS ADVISORY SERVICES, LLC	Nov 1, 2021	Nov 1, 2021	0	Bulk transfer	Ibd to ibd
CARILLON INVESTMENTS, INC.	AMERITAS ADVISORY SERVICES	Jun 30, 2006	Jun 30, 2006	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
317245:321870:KS:2023-06-30	Jun 30, 2023	Aug 4, 2022	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (4)

→ TFB ADVISORS, LLCRegistered adviserregistration: current employment
Aug 4, 2022 to presentfactForm ADV
→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Nov 1, 2021 to Jun 30, 2023factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 30, 2006 to Nov 1, 2021factForm ADV
→ CARILLON INVESTMENTS, INC.Registered adviserregistration: previous registration
Mar 24, 2000 to Jun 30, 2006factForm ADV

Dated events

Occurred
Jun 30, 2023
Advisor changed firm
William Grant Stapp left Ameritas Advisory Services, Llc for Tfb Advisors, Llc (registered 2022-08-04)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c54a5448-af40-21df-2ab9-2b4e214785f2
First observed: Mar 24, 2000
Last observed: Sep 14, 2026 5 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.

WILLIAM GRANT STAPP

Advisor at TFB ADVISORS, LLC

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c54a5448-af40-21df-2ab9-2b4e214785f2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TFB ADVISORS, LLC

Independent wealth

Aug 4, 2022

n/a

yes

OVERLAND PARK, KS

Current employment

AMERITAS ADVISORY SERVICES, LLC

Bd affiliated wealth

Nov 1, 2021

Jun 30, 2023

Overland Park, KS

Previous registration

AMERITAS ADVISORY SERVICES

Former SEC adviser

Jun 30, 2006

Nov 1, 2021

OVERLAND PARK, KS

Previous registration

CARILLON INVESTMENTS, INC.

n/a

Mar 24, 2000

Jun 30, 2006

OVERLAND PARK, KS|OVERLAND PARK, KS

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AMERITAS ADVISORY SERVICES, LLC

TFB ADVISORS, LLC

Jun 30, 2023

Aug 4, 2022

-330

Firm change after gap

Other

AMERITAS ADVISORY SERVICES

AMERITAS ADVISORY SERVICES, LLC

Nov 1, 2021

Bulk transfer

Ibd to ibd

CARILLON INVESTMENTS, INC.

AMERITAS ADVISORY SERVICES

Jun 30, 2006

Firm change

Other

Team

Left

Joined

From

Kind

317245:321870:KS:2023-06-30

Jun 30, 2023

Aug 4, 2022

OVERLAND PARK, KS

Firm change after gap