Louis Peter Derito

Current Employers

Employment History

• 01/1981 → Present
  Mckay Derito & Co
  Feasterville, PA
• 09/1998 → 09/2025
  Avantax Investment Services, Inc.
  Feasterville, PA
• 07/2017 → 09/2025
  Avantax Insurance Agency, Llc
  Feasterville, PA
• 11/1999 → 09/2025
  Avantax Advisory Services
  Feasterville, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Feasterville, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-11-08 → 2025-09-05
  Avantax Advisory Services
  Feasterville, PA

Other Businesses

1) Avantax Insurance Agency and/or Avantax Insurance Services~'NIR'~3200 Olympus Blvd., Suite 100~Dallas~TX~75019 ~Equity Indexed Annuity~Equity Indexed Annuity~7/13/2017~3hrs~3hrs~Sales of equity indexed annuities|Louis P DeRito Jr.~'NIR'~1039 Mill Creek Dr~Feasterville~PA~19053~Independent Insurance Agent~Partner/General Partner~1/1/2010~1hrs~1hrs~I receive commissions for health insurance benefits.|Ivyland Investors, LLC.~'NIR'~1111 Grenoble Road~Ivyland~PA~18974~Rental Property Owner/Management~Other~5/11/2007~1hrs~1hrs~Real estate rehab and sale and rental. Member of LLC; pays bills|McKay DeRito & Co., LLC~'NIR'~1039 Mill Creek Drive~Feasterville~PA~19053~Tax Preparation/Accounting~Tax Preparation/Accounting~5/1/1981~173hrs~173hrs~Accounting and tax services. Review of employees work| 2) MCKAY DERITO & POLLOCK, LLC POSITION: CPA Independent Consultant NATURE: CPA firm providing accounting and tax preparation services. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/02/2024 ADDRESS: 1039 Mill Creek Drive, Feasterville, PA 19053, United States DESCRIPTION: On 1/2/2024, we sold our CPA firm. Since the sale date, my primary responsibility has been to prepare individual tax returns, review financial statements, and manage client relationships. 3) WEN-LER REALTY, L.P. POSITION: accountant NATURE: This entity prepares a few monthly checks for health insurance and an occasional bill. A bookkeeper prepares the checks, and I sign them. The bookkeeper then mails them to the vendor. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2005 ADDRESS: 1039 Mill Creek Drive, Feasterville, PA 19053, United States DESCRIPTION: I have no other duties to the entity. 4) McKay DeRito & Co., LLC; Tax Preparation/Accounting; Tax Preparation/Accounting; NIR; ; 05/01/1981; 1039 Mill Creek Drive Feasterville PA 19053; Accounting and tax services. Review of employees work 5) Louis P DeRito Jr.; Partner/General Partner; Independent Insurance Agent; IR; ; 01/01/2010; 1039 Mill Creek Dr Feasterville PA 19053; I receive commissions for health insurance benefits.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-02
• S63 Uniform Securities Agent State Law Examination
  1998-12-10

Designations

Other Names

• Louis Peter Jr Derito