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KM

Kevin S. Moore

BURCH & COMPANY,
Kansas City, MO 64116
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CRD#: 2401638
KM

Professional summary


Kevin Sean Moore, who also goes by Kevin S Moore, is a registered financial professional currently at BURCH & COMPANY, INC located in Kansas City, Missouri.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1998. Kevin has worked at 8 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin S Moore

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Kevin Sean Moore's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 27, 2025 - Present

BURCH & COMPANY, INC

Office #1: 4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
BD
CRD#: 102280
Kansas City, MO
Past

July 28, 2020 - September 11, 2024

JEGI LLC

BD
CRD#: 134887
NEW YORK, NY
Past

April 30, 2015 - July 13, 2020

KEMA PARTNERS LLC

BD
CRD#: 143752
San Francisco, CA
Past

November 30, 2011 - May 14, 2013

US ARMA PARTNERS LP

BD
CRD#: 136024
NEW YORK, NY
Past

September 22, 2008 - October 14, 2011

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
MENLO PARK, CA
Past

September 27, 2005 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
MENLO PARK, CA
Past

January 21, 2004 - August 23, 2005

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
LOS ANGELES, CA
Past

October 12, 1998 - December 12, 2002

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/27/2025)
RR
Kentucky
(7/11/2025)
RR
Texas
(7/11/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/16/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


B&
BURCH & COMPANY, INC
BURCH & COMPANY, INC | BURCH & COMPANY, INC.

CRD#: 102280 / SEC#: , 8-52121

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Mailing Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Phone number
(816) 842-4660
Established
Missouri since 06/08/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BURCH, ANTON RANDALSHAREHOLDER720817
BURCH, JENIFER LOUFINANCIAL AND OPERATIONS PRINCIPAL5796387
PASTORINO, JESSICA BROOKPRESIDENT, CCO5230374

Disclosures


Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BURCH & COMPANY, INC

CRD#: 102280Kansas City, MO 64116

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