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RIA / WealthAdvisorChartered Financial Consultant29 years in industry

TIM TAYLOR SMITH

Advisor at API FINANCIAL ADVISORS, LLC

ROCKLEDGE, FL | ROSEVILLE, CA

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Search this name across graphsid dfx:ria:fe7c838d-6f96-fd76-9f75-76e0c9cf2533

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: May 21, 2004 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: API FINANCIAL 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: Jan 29, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Jan 29, 1997
First registration: May 21, 2004
Dual registered: no
Other names: TIM TAYLOR SMITH|TIM FRED TAYLOR|TIM FRED SMITH
IAPD individual key: 2842543

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
API FINANCIAL ADVISORS, LLC	Independent wealth	Mar 20, 2025	n/a	yes	ROCKLEDGE, FL\|ROSEVILLE, CA	Current employment
PACKERLAND BROKERAGE SERVICES, INC.	Independent wealth	May 25, 2023	Mar 18, 2025	no	ROSEVILLE, CA\|GREEN BAY, WI\|GREEN BAY, WI\|Roseville, CA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jul 17, 2020	Sep 29, 2022	no	ROSEVILLE, CA	Previous registration
INVESTACORP ADVISORY SERVICES INC	Former SEC adviser	Apr 6, 2018	Jul 17, 2020	no	Roseville, CA\|Roseville, CA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Feb 17, 2011	Mar 2, 2018	no	ROSEVILLE, CA\|RANCHO CORDOVA, CA\|SPOKANE VALLEY, WA\|CHICO, CA	Previous registration
QA3 FINANCIAL LLC	n/a	Dec 13, 2004	Feb 11, 2011	no	ROSEVILLE, CA\|OMAHA, NE	Previous registration
RESOURCE INVESTMENT ARCHITECTS, INC.	Former SEC adviser	May 21, 2004	Dec 10, 2004	no	ROSEVILLE, CA	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
PACKERLAND BROKERAGE SERVICES, INC.	API FINANCIAL ADVISORS, LLC	Mar 18, 2025	Mar 20, 2025	2	Firm change	RIA to RIA
SECURITIES AMERICA ADVISORS, INC.	PACKERLAND BROKERAGE SERVICES, INC.	Sep 29, 2022	May 25, 2023	238	Firm change	Ibd to RIA
INVESTACORP ADVISORY SERVICES INC	SECURITIES AMERICA ADVISORS, INC.	Jul 17, 2020	Jul 17, 2020	0	Bulk transfer	Ibd to ibd
CETERA ADVISOR NETWORKS LLC	INVESTACORP ADVISORY SERVICES INC	Mar 2, 2018	Apr 6, 2018	35	Firm change	Other
QA3 FINANCIAL LLC	CETERA ADVISOR NETWORKS LLC	Feb 11, 2011	Feb 17, 2011	6	Firm change	Other
RESOURCE INVESTMENT ARCHITECTS, INC.	QA3 FINANCIAL LLC	Dec 10, 2004	Dec 13, 2004	3	Firm change	Other

Relationships

Registered with (7)

→ API FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Mar 20, 2025 to presentfactForm ADV
→ PACKERLAND BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
May 25, 2023 to Mar 18, 2025factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jul 17, 2020 to Sep 29, 2022factForm ADV
→ INVESTACORP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Apr 6, 2018 to Jul 17, 2020factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Feb 17, 2011 to Mar 2, 2018factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 13, 2004 to Feb 11, 2011factForm ADV
→ RESOURCE INVESTMENT ARCHITECTS, INC.Registered adviserregistration: previous registration
May 21, 2004 to Dec 10, 2004factForm ADV

Dated events

Occurred
Mar 18, 2025
Advisor changed firm
Tim Taylor Smith left Packerland Brokerage Services, Inc. for Api Financial Advisors, Llc (registered 2025-03-20)
Form ADVobserved 4 days ago
Occurred
Sep 29, 2022
Advisor changed firm
Tim Taylor Smith left Securities America Advisors, Inc. for Packerland Brokerage Services, Inc. (registered 2023-05-25)
Form ADVobserved 4 days ago