Derrick Boyd Smith
Financial advisor at Privatus · Roseville, CA
Last updated 2026-10-10
Claim your profileDerrick Boyd Smith is a financial advisor at Privatus in Roseville, CA, CRD 2697190. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1999-07-22.
Registration
- CRD number
- 2697190
- Registration status
- Active
- IAPD registration
- 1999-07-22
- Industry Experience
- 27 years
- Work Experience
- 12 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 65
Work history
- 2014-08 to 2019-02 · Kingsview Asset Management · Grants Pass, OR
- 2019-02 to 2021-01 · Ewg Elevate Inc. · Roseville, CA
- 2020-12 to 2023-11 · Entoro Investments, LLC · Houston, TX
- 2023-05 to 2023-11 · Entoro Advisors, LLC · Houston, TX
- 2023-01 to Present · Privatus, LLC · Roseville, CA
- 2015-04 to 2021-10 · Trust-Cfo · Sacramento, CA
Current employment
- Privatus · Rancho Cucamonga, CA
About
Derrick Boyd Smith is a financial advisor at Privatus in Roseville, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 27 years of industry experience and 12 years of reported work history. Reported roles include Privatus, LLC, Entoro Advisors, LLC, Entoro Investments, LLC, Trust-Cfo, among others.
SEC disclosures list additional business and community activities: 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.
Location
3017 Douglas Blvd., Roseville, CA 95661
Official record
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