Kayli House Rante

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 04/2015 → 04/2018
  Suntrust Investment Services
  Athens, GA
• 09/2016 → 04/2018
  Suntrust Advisory Services, Inc.
  Athens, GA
• 08/2017 → Present
  Dance Fx
  Athens, GA
• 04/2018 → Present
  Raymond James Financial Services, Inc.
  Watkinsville, GA
• 04/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  Watkinsville, GA

Previous Registrations

• 2016-09-20 → 2018-05-02
  Truist Advisory Services, Inc.
  Watkinsville, GA
  Watkinsville, GA
• 2015-09-18 → 2016-12-31
  Truist Investment Services, Inc.
  Athens, GA
  Watkinsville, GA
  Watkinsville, GA

Other Businesses

(1)Name of Business: 330 CoWork, LLC Address: 1725 Electric Avenue Unit 330, Watkinsville, GA, 30677, United States Activity Type: Rental Real Estate Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My responsibilities will be to maintain leases and contracts for this rental space. (2)Name of Business: Airbnb Address: 1635 Blackstone Way, Watkinsville, GA, 30677, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I rent my house out on Airbnb. (3)Name of Business: Dance FX Address: 396 Foundry St., Athens, GA, 30601, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Dance Teacher (4)Name of Business: Tree By The Sea Insurance LLC Address: 8217 Hwy 172, Comer, GA, 30629, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 04/12/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I oversee the website and forward calls and e-mails. (5Name of Business: The Avenue Wealth Management LLC Address: 1725 Electric Avenue Unit 330, Watkinsville, GA, 30677, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administration Support

Exams

• S66 Uniform Combined State Law Examination
  2015-09-11

Other Names

• Kayli Anita House