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8608 Utica Ave Ste 220-Ds, Rancho Cucamonga, CA 91730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
3017 Douglas Blvd. Suite 300, Roseville, CA 95661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingsview Asset Management | Grants Pass | OR | 08/2014 | 02/2019 |
| Ewg Elevate Inc. | Roseville | CA | 02/2019 | 01/2021 |
| Entoro Investments, Llc | Houston | TX | 12/2020 | 11/2023 |
| Entoro Advisors, Llc | Houston | TX | 05/2023 | 11/2023 |
| Privatus, Llc | Roseville | CA | 01/2023 | Present |
| Trust-Cfo | Sacramento | CA | 04/2015 | 10/2021 |
1) DERRICK SMITH; INVESTMENT RELATED; 3017 DOUGLAS BLVD., SUITE 300, ROSEVILLE, CA 95661; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 11/1993; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-10 |
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