William Thomas Depriest

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/1988 → Present
  William Depriest, Cpa
  Greensboro, NC
• 09/2014 → 09/2025
  Avantax Investment Services, Inc.
  Greensboro, NC
• 09/2015 → 09/2025
  Avantax Advisory Services
  Greensboro, NC
• 01/1996 → Present
  William Depriest Cpa
  Greensboro, NC
• 01/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Greensboro, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Greensboro, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-09-24 → 2025-09-05
  Avantax Advisory Services
  Greensboro, NC
  Dallas, TX

Other Businesses

1) D&Y Well Drilling, Inc~1426 Country Lake Dr~Greensboro~NC~27406~Construction~Secretary~6/15/2017~2hrs~2hrs~General Business advice 2) Pinecroft Sedgefield Fire District~2239 Bishop Road~Greensboro~NC~27406~Nonprofit~Treasurer/Comptroller~4/1/2015~4hrs~0hrs~Oversee financial reporting, head budget committee, sign all checks, review financial policy, member personnel committee, member Board of Directors. 3) WILLIAM DEPRIEST CPA POSITION: Owner/Sole Proprietor NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1996 ADDRESS: 5631 Old Randleman Road, Greensboro NC 27406, United States DESCRIPTION: Owner and operator of this entity providing tax and accounting services and acts as a registered agent as part of the CPA services for companies like Rumley Tire 4) OASIS SHRINERS POSITION: Treasurer NATURE: Oasis Shriners is the regional arm of Shriners International. This group supports the Shriners Children's Hospitals through various fund raising activities. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2022 ADDRESS: Oasis Shriners, 604 Doug Mayes Place, Charlotte NC 28262, United States DESCRIPTION: Oversee accounting and financial reporting, report operational results to the Board of Directors, review and suggest updates to financial policy.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-21
• S63 Uniform Securities Agent State Law Examination
  2014-12-11