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Kelley Barr Moore

Ubs Financial Services Inc.

Charlotte, NC

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-08
  • NC RA
    APPROVED
    Since 2025-09-08

Branch Locations

6100 Fairview Road 9Th Floor, Charlotte, NC 28277 • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc Charlotte NC 07/2024 10/2024
Telra Institute Charlotte NC 09/2022 07/2024
Self-Employed Charlotte NC 03/2020 09/2022
Carmel Baptist Church Wee School Charlotte NC 08/2019 03/2020
Weddington Christian Preschool Weddington NC 08/2017 08/2019
Self-Employed Charlotte NC 04/2005 08/2017
Ubs Financial Services, Inc Charlotte NC 10/2024 Present
  • 07/2024 → 10/2024
    The Vanguard Group, Inc
    Charlotte, NC
  • 09/2022 → 07/2024
    Telra Institute
    Charlotte, NC
  • 03/2020 → 09/2022
    Self-Employed
    Charlotte, NC
  • 08/2019 → 03/2020
    Carmel Baptist Church Wee School
    Charlotte, NC
  • 08/2017 → 08/2019
    Weddington Christian Preschool
    Weddington, NC
  • 04/2005 → 08/2017
    Self-Employed
    Charlotte, NC
  • 10/2024 → Present
    Ubs Financial Services, Inc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-06
S63 Uniform Securities Agent State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2025-01-06
  • S63 Uniform Securities Agent State Law Examination
    2024-09-06
Other Names
  • Kelley Jean Barr
  • Kelly Barr
  • Kelley Moore
  • Kelley B Moore
  • Kelley Jean Moore
  • Kelley J Moore
  • Kelly Moore
  • Kelly B Moore
  • Kelly Barr Moore
  • Kelly J Moore
  • Kelly Jean Moore
  • Kelley Barr
  • Kelley J Barr
  • Kelly J Barr
  • Kelly Jean Barr

View on SEC IAPD

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MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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