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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckay Derito & Co | Festerville | PA | 01/1981 | Present |
| Avantax Investment Services, Inc. | Feasterville | PA | 09/1998 | 09/2025 |
| Mckay, Derito & Pollock, Llc | Feasterville | PA | 01/2024 | Present |
| Cetera Wealth Services, Llc | Feasterville | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Clyde J. McKay~1039 Mill Creek DR~Feasterville~PA~19053~Independent Insurance Agent~Insurance Sales Agent~1/4/2010~1hrs~1hrs~I will be receiving commissions as a agent for providing health insurance benefits. 2) McKay DeRito & CO. ~1039 Mill Creek Dr.~Feasterville~PA~19053~Rental Property Owner/Management~Partner/General Partner~1/1/1981~1hrs~0hrs~Property Management 3) MCKAY DERITO & CO., LLC ~1039 Mill Creek Dr.~Feasterville~PA~19053~Tax Preparation/Accounting~Partner/General Partner~8/1/2004~160hrs~160hrs~CPA 4) WASHINGTON CROSSING UNITED METHODIST CHURCH POSITION: Council Member NATURE: I server on the church council. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1895 Wrightstown Rd., Washington Crossing PA 18977, United States DESCRIPTION: The council is the governing board of the church that is responsible managing the affairs of the church. 5) MCKAY, DERITO & POLLOCK, LLC POSITION: CPA / Independent Consultant NATURE: McKay, DeRito & Pollock, LLC is a CPA firm that provides tax and accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/02/2024 ADDRESS: 1039 Mill Creek Drive, Feasterville PA 19053, United States DESCRIPTION: Effective 01/02/2024, my business partner, Louis DeRito and I sold our CPA firm to James Pollock, CPA. As a result of the sale my involvement is related to helping with the preparation of individual income tax returns, reviewing financial statements and managing client relationships to facilitate the transition.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-21 |
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