Derrick Evan Frost

Employer firm

Profusion Private Wealth CRD 167003

$176M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → Present
  Profusion Financial, Inc.
  Reston, VA
• 09/2014 → 10/2016
  Capital Investment Group, Inc
  Raleigh, NC

Previous Registrations

• 2011-07-08 → 2013-04-17
  Wells Fargo Clearing Services, Llc
  Mclean, VA
• 2010-02-22 → 2011-07-12
  Fulcrum Advisory Services, Llc
  Mclean, VA

Other Businesses

1. Profusion Private Asset Fund, LLC; 7733 Forsyth Blvd, Suite 1100, St. Louis, MO 63105; Position Title : Member; Start date 2018. Hours devoted to business during trading hours : 5;Hours devoted to business outside trading hours : 5. 2. Profusion Laclede Condos, LLC; 7733 Forsyth Blvd, Suite 1100, St. Louis, MO 63105; Position Title : Member; Start date 2018. Hours devoted to business during trading hours : 5;Hours devoted to business outside trading hours : 5.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-19