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

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

May 1, 1974earliest registration or exam on IAPD

Years in industry

52derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S63|S65

First exam

Jun 18, 1984

First registration

Jan 13, 1997

Dual registered

no

IAPD individual key

1266515

• Occurred

  Jun 30, 2023
  Advisor changed firm

  Ray Edward Smith left Ameritas Advisory Services, Llc for Tfb Advisors, Llc (registered 2022-08-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cbd3da60-d634-849d-9a39-ccfc6b0c8a64

First observed

Jan 13, 1997

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.