Moshe-yosef Kopolow

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CRD#: 5944267

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.

Moshe-yosef Kopolow, who also goes by Kevin Stansen, Moshe-josef Stansen, was a registered financial professional .

Moshe-yosef is a previously registered financial professional and started their career in finance in 2012. Moshe-yosef had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kevin Stansen | Moshe-Josef Stansen

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.

Partner and Vice President of Oversight Financial Group, Inc. 8801 Fast Park Dr, Suite 111 Raleigh, North Carolina 27617 I am a Partner at Oversight Financial Group, A company that helps clients with: insurance, tax, and business consulting. The two companies will have similar clients as a means of helping clients with their entire financial lives. I entered into partnership with Oversight in March 2017, and spend approximately 80 hours a month on it at variable time. My duties include guiding the business, hiring, recruiting and bringing in new clients. My duties do not require I work during trading hours. Oversight Financial Group, Inc business is not a registered investment-related business, but is registered as a life insurance agency.

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

November 22, 2017 - August 3, 2022

AQUILANT ADVISORS

RIA

CRD#: 282953

TOWN AND COUNTRY, MO

Past

March 22, 2017 - December 21, 2017

NOVEM GROUP

RIA

CRD#: 158964

Raleigh, NC

Past

July 1, 2014 - October 29, 2015

GERSTEIN FISHER

RIA

CRD#: 118551

NEW YORK, NY

Past

June 26, 2014 - October 29, 2015

GFA SECURITIES, LLC

CRD#: 128568

NEW YORK, NY

Past

October 26, 2012 - June 23, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

August 21, 2012 - June 23, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AQUILANT ADVISORS

AQUILA ADVISORS | LOBSCOUSER II, LLC | AQUILANT ADVISORS | AQUILANT

CRD#: 282953 / SEC#: 801-114993

RIA

Registered Investment Advisory firm - (4/12/2019 Approved)

Illinois

Registered Investment Advisory firm - (4/12/2019 Terminated)

Missouri

Registered Investment Advisory firm - (4/17/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/25/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/29/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/2012

General Securities Representative Examination

Current Firm

AQUILANT ADVISORS

AQUILA ADVISORS | LOBSCOUSER II, LLC | AQUILANT ADVISORS | AQUILANT

CRD#: 282953 / SEC#: 801-114993

RIA

Registered Investment Advisory firm - (4/12/2019 Approved)

Illinois

Registered Investment Advisory firm - (4/12/2019 Terminated)

Missouri

Registered Investment Advisory firm - (4/17/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2019 Terminated)

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Contact information

Main Address

12444 Powerscourt Dr. Suite 370, St. Louis, MO 63131

Mailing Address

Phone number

(314) 309-2078

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	694
AUM (Assets Under Management)	$ 215,598,245

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.

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Firm Stability Insights

Moshe-yosef Kopolow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NOVEM GROUP

GERSTEIN FISHER

GFA SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

AQUILANT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2012

SIE

Date: 10/29/2015

Series 7

Date: 8/20/2012

Current Firm

AQUILANT ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AQUILANT ADVISORS

TRUST BUT VERIFY

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