Wendy M Kelly

Current Employers

Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2019-11-27

CT RA
APPROVED

Since 2019-11-27

Branch Locations

21C Arts Center Court, Avon, CT 06001 • United States

305 Madison Avenue, Morristown, NJ 07960 • United States

548 Hopmeadow St, Simsbury, CT 06070 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Private Capital Group, Llc	West Hartford	CT	09/2008	Present
Private Advisor Group, Llc	Morristown	NJ	10/2019	Present

09/2008 → Present

Private Capital Group, Llc

West Hartford, CT
10/2019 → Present

Private Advisor Group, Llc

Morristown, NJ

Previous Registrations

2013-06-27 → 2019-08-07

Wealthspire Advisors

West Hartford, CT
2003-11-12 → 2007-04-03

Wealthspire Advisors

West Hartford, CT
2001-10-23 → 2003-05-20

Osaic Fa, Inc.

Windsor, CT

Other Businesses

1.Ms. Kelly uses WP Financial as the name of the business under which she provides investment advice through Private Advisor Group, LLC. 2. Ms. Kelly is a notary public. Notarial services are separate and apart from Private Advisor Group.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-01-16

S66 Uniform Combined State Law Examination

2001-01-16

Other Names

Wendy Michelle Calabretta

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