Kyle Alan Howell

Employer firm

Base Wealth Management CRD 321991

$326M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2015 → 11/2018
  Sii
  Tampa, FL
• 11/2018 → 04/2019
  Royal Alliance Associates, Inc.
  Tampa, FL
• 04/2019 → 07/2023
  Calton & Associates, Inc.
  Tampa, FL
• 07/2023 → Present
  Base Wealth Management
  Lakewood Ranch, FL

Previous Registrations

• 2019-04-29 → 2023-07-08
  Calton & Associates, Inc.
  Tampa, FL
  Lutz, FL
  Tampa, FL
  Land O Lakes, FL
• 2018-11-02 → 2019-04-24
  Osaic Wealth, Inc.
  Tampa, FL
• 2015-11-30 → 2018-11-02
  Signator Investors, Inc.
  Tampa, FL
• 2014-08-29 → 2015-10-15
  Purepath Wealth Management
  Land O' Lakes, FL
• 2014-04-07 → 2014-12-31
  Crown Capital Securities, L.P.
  Land O' Lakes, FL
• 2011-12-20 → 2013-07-01
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Other Businesses

1) Various insurance carriers - Investment related - Land O' Lakes, FL - Sales of insurance products - Insurance Agent - 04/2019 - 15 - 15 - Providing fixed insurance solutions through various carriers (fixed annuities, fixed life insurance, long term care insurance and disability insurance). 2) Foundation Wealth Solutions, LLC - not investment related - Land O' Lakes, FL - Entity created for business tax purposes - Owner - 10/2015 - 0 - 0. 3) Outlaw Lake Estates Homeowners Association| Position/Title: Member, Board of Directors| Nature of Business: Nonprofit. Non Investment related. 4) Base O'Lakes - Not investment related |Part owner of Commercial Real Estate firm 5) Turtle Shell Company AMI LLC - Not investment related| Part owner of Commercial Real Estate firm

Exams

• S66 Uniform Combined State Law Examination
  2011-11-23
• S63 Uniform Securities Agent State Law Examination
  2011-01-14