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Derrick Boyd Smith

Privatus

Roseville, CA

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Current Employers
Privatus

8608 Utica Ave Ste 220-Ds, Rancho Cucamonga, CA 91730 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-24
  • CA RA
    APPROVED
    Since 2025-11-24

Branch Locations

3017 Douglas Blvd. Suite 300, Roseville, CA 95661 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2014 → 02/2019
    Kingsview Asset Management
    Grants Pass, OR
  • 02/2019 → 01/2021
    Ewg Elevate Inc.
    Roseville, CA
  • 12/2020 → 11/2023
    Entoro Investments, Llc
    Houston, TX
  • 05/2023 → 11/2023
    Entoro Advisors, Llc
    Houston, TX
  • 01/2023 → Present
    Privatus, Llc
    Roseville, CA
  • 04/2015 → 10/2021
    Trust-Cfo
    Sacramento, CA
Previous Registrations
  • 2021-01-15 → 2023-12-18
    Entoro Investments, Llc
    Roseville, CA
    Houston, TX
  • 2023-06-15 → 2023-11-29
    Roseville, CA
    Houston, TX
  • 2019-03-06 → 2021-01-20
    Protection Point Advisors
    Walnut Creek, CA
    Roseville, CA
  • 2015-08-27 → 2019-03-07
    Sutter Creek, CA
  • 2007-11-20 → 2009-05-19
    Moneysmith, Llc
    Gilbert, AZ
  • 2004-06-30 → 2007-11-07
    Voya Financial Partners, Llc
    Jackson, CA
    Jackson, CA
  • 1999-07-22 → 2004-06-30
    Jackson, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-10
S63 Uniform Securities Agent State Law Examination 1997-09-10
  • S65 Uniform Investment Adviser Law Examination
    2013-10-10
  • S63 Uniform Securities Agent State Law Examination
    1997-09-10
Other Names
  • Derrick Smith

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