DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Derrick Boyd Smith

Privatusstate registeredRoseville, CaIA-onlyIAPD 2697190

Feed of 09/14/2026

Also filed as Derrick Smith

At current firm

0 y

since Nov 24, 2025

In the industry

29 y

since Sep 10, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Privatus state registered current
since Nov 24, 2025 · Roseville, Ca
Entoro Advisors state registered
Jun 15, 2023 to Nov 29, 2023 · Houston, Tx
Entoro Investments, LLC former
Jan 15, 2021 to Dec 18, 2023 · Roseville, Ca
Protection Point Advisors former
Mar 6, 2019 to Jan 20, 2021 · Walnut Creek, Ca
Kingsview Wealth Management, LLC independent RIA
Aug 27, 2015 to Mar 7, 2019 · Sutter Creek, Ca
Moneysmith, LLC unclassified
Nov 20, 2007 to May 19, 2009 · Gilbert, Az
Voya Financial Partners, LLC former
Jun 30, 2004 to Nov 7, 2007 · Jackson, Ca
Voya Financial Advisors, Inc. BD affiliated
Jul 22, 1999 to Jun 30, 2004 · Jackson, Ca

Moves

a registration end followed by a registration begin elsewhere

Entoro Investments, LLC to Entoro Advisors
left Dec 18, 2023, registered Jun 15, 2023 (-186 days) · RIA to a state-registered adviser · moved with a team
Entoro Advisors to Privatus
left Nov 29, 2023, registered Nov 24, 2025 (726 days) · Other
Protection Point Advisors to Entoro Investments, LLC
left Jan 20, 2021, registered Jan 15, 2021 (-5 days) · RIA to a newly registered adviser
Kingsview Wealth Management, LLC to Protection Point Advisors
left Mar 7, 2019, registered Mar 6, 2019 (-1 days) · RIA to RIA
Moneysmith, LLC to Kingsview Wealth Management, LLC
left May 19, 2009, registered Aug 27, 2015 (2291 days) · Other
Voya Financial Partners, LLC to Moneysmith, LLC
left Nov 7, 2007, registered Nov 20, 2007 (13 days) · Other
Voya Financial Advisors, Inc. to Voya Financial Partners, LLC
left Jun 30, 2004, registered Jun 30, 2004 (0 days) · Other

Signals

Derrick Boyd Smith left Entoro Investments, Llc for Entoro Advisors (registered 2023-06-15)
Dec 18, 2023 · Advisor changed firm · fact
Derrick Boyd Smith left Entoro Advisors for Privatus (registered 2025-11-24)
Nov 29, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address