Kelly Jean Moore

Employer firm

Wpcg Advisory, LLC CRD 336581

Reported services (Item 5G)

Selection of other advisers

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

Current Employers

Wpcg Advisory, Llc

60 Charlton St Floor #12, New York, NY 10014 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-07-18

NY RA
APPROVED

Since 2025-07-18

Branch Locations

60 Charlton St Floor #12, New York, NY 10014 • 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
Mcgill University	Montreal		09/2014	09/2017
Putnam Investments	Boston	MA	09/2017	01/2024
Franklin Templeton	Boston	MA	01/2024	01/2025
Wpcg Advisory, Llc	New York	NY	06/2025	Present
Wealth Partners Capital Group	West Palm Beach	FL	02/2025	Present

09/2014 → 09/2017

Mcgill University

Montreal
09/2017 → 01/2024

Putnam Investments

Boston, MA
01/2024 → 01/2025

Franklin Templeton

Boston, MA
06/2025 → Present

Wpcg Advisory, Llc

New York, NY
02/2025 → Present

Wealth Partners Capital Group

West Palm Beach, FL

Previous Registrations

2019-11-27 → 2025-01-17

Putnam Investment Management, Llc

Boston, MA

Other Businesses

Wealth Partners Capital Group; not investment-related; 525 South Flagler Drive, Suite 300, West Palm Beach, FL 33401; M&A Integration; Director of Partner Services; started 02/2025; approximately 270 hours per month, 195 during securities trading hours; coordinate M&A transaction processes and oversee due diligence processes.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-11-19
S63	Uniform Securities Agent State Law Examination	2017-12-11

S65 Uniform Investment Adviser Law Examination

2019-11-19
S63 Uniform Securities Agent State Law Examination

2017-12-11

View on SEC IAPD