Kelly Christine Lent-Paul

Current Employers

Employment History

• 01/1994 → Present
  Fox Holdings Dba H&R Block
  Olean, NY
• 10/1997 → Present
  Avantax Investment Services, Inc.
  Olean, NY
• 08/2006 → Present
  Avantax Advisory Services
  Allegany, NY
• 10/2012 → Present
  Natp
  Appleton, WI
• 08/2014 → Present
  Kelly Lent-Paul
  Allegany, NY
• 12/1997 → Present
  Fox Financial
  Olean, NY
• 12/2018 → Present
  Avantax Insurance Agency, Llc
  Allegany, NY
• 10/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-01-29 → 2021-05-18
  Avantax Advisory Services
  Olean, NY
• 2015-09-18 → 2018-01-29
  Avantax Advisory Services
  Olean, NY
  Bradford, PA
• 2006-09-14 → 2007-08-10
  Avantax Advisory Services
  Olean, NY

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/1999 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: FOX HOLDINGS DBA H&R BLOCK INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX PREPARATION START DATE: 01/1994 POSITION/TITLE/RELATIONSHIP: MASTER TAX ADVISOR APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND PLANNING 3. NAME OF OTHER BUSINESS: NATP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL EDUCATION START DATE: 10/2012 POSITION/TITLE/RELATIONSHIP: EMPLOYEE APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: CONTINUING EDUCATION PROVIDER 4. NAME OF OTHER BUSINESS: KELLY LENT-PAUL INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: EDUCATION START DATE: 10/2012 POSITION/TITLE/RELATIONSHIP: OWNER / EDUCATOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: PROVIDE TRAINING TO OTHER PROFESSIONALS 5. NAME OF OTHER BUSINESS: FOX FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/1997 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 1/2022; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES; 7. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL LAND; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PASSIVE LAND RENT;

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-12-18

Designations

Other Names

• Kelly Christine Lent
• Kelly Christine Lent