AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KM

Kwesi A. Moore

Some features on this profile are disabled
CRD#: 3039278
KM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kwesi Aggrey Moore, who also goes by John Moore, K.c. Moore, Steve Moore, was a registered financial professional .

Kwesi is a previously registered financial professional and started their career in finance in 2000. Kwesi had worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Moore | K.c. Moore | Steve 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 17, 2013 - August 5, 2015

OLSON, CROSS & ALAMO LLC

BD
CRD#: 157249
BROOKLYN, NY
Past

March 3, 2010 - December 19, 2012

J.H. DARBIE & CO., INC.

BD
CRD#: 43520
NEW YORK, NY
Past

September 27, 2006 - December 4, 2008

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

July 19, 2005 - February 16, 2006

BRILL SECURITIES, INC.

BD
CRD#: 18565
NEW YORK, NY
Past

May 3, 2005 - July 30, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

March 16, 2004 - April 19, 2005

FIRST HUDSON FINANCIAL GROUP, INC.

BD
CRD#: 32926
NEW YORK, NY
Past

July 12, 2002 - October 8, 2002

DELTA ASSET MANAGEMENT COMPANY, LLC

BD
CRD#: 39923
MINEOLA, NY
Past

October 5, 2000 - July 2, 2002

HORNBLOWER & WEEKS, INC.

BD
CRD#: 4683
NEW YORK, NY
Past

July 18, 2000 - September 27, 2000

MILLENNIUM SECURITIES CORP.

BD
CRD#: 31695
NEW YORK, NY
Past

January 24, 2000 - May 16, 2000

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/27/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OC
OLSON, CROSS & ALAMO LLC
OLSON, CROSS & ALAMO LLC

CRD#: 157249 / SEC#: , 8-68841

BD
Terminated by SEC on 01/15/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 02/09/2011
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALAMO, MICHAEL JMANAGING MEMBER, CCO4936449
CROSS, WESLEYMANAGING MEMBER, PRESIDENT5493425
OLSON, JAMES ROBERTMEMBER5907613

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


OLSON, CROSS & ALAMO LLC

CRD#: 157249

TRUST BUT VERIFY

Monitor Kwesi Moore

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics