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4801 West 110Th Street Suite 200, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2022-08-10 |
Branch Locations
Stillwater, OK • United States
4801 West 110Th Street Suite 200, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Life Insurance Corp. | Lincoln | NE | 05/1974 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/1984 | Present |
| Tax Favored Benefits | Stillwater | OK | 01/2016 | Present |
| Ray Smith Wealth Management | Stillwater | OK | 01/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 06/2023 |
| Tfb Advisors, Llc | Overland Park | KS | 08/2022 | Present |
RAY SMITH WEALTH MANAGEMENT; SAME AS BRANCH; INV REL; SELL LIFE AND HEALTH INSURANCE; OWNER; START DATE=01/2016; HRS/MO=40; TRADING HRS/MO=40; SOLICIT EXSISTING CLIENTS, PAID BY COMMISSIONS; * TAX FAVORED BENEFITS; SAME AS BRANCH; INV REL; SOLICIT SECURITIES, LIFE AND HEALTH INSURANCE; FINANCIAL ADVISOR; START DATE=01/2016; HRS/MO=40; TRADING HRS/MO=40; SOLICIT SECURITIES, LIFE AND HEALTH INSURANCE * NAIFA; same as branch; non-inv rel; trade association; Local Affiliate Member; start date=02/1975; hrs/mo=3; trading hrs/mo=3; coordinate continuing education * TFB Advisors, LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=40; trading hrs/mo=40; IAR of Independent RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-18 |
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