This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MONETA GROUP INVESTMENT ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S65|S63

First exam

Jun 22, 2016

First registration

Jun 1, 2018

Dual registered

no

IAPD individual key

6065362

• Occurred

  Dec 31, 2025
  Advisor changed firm

  Gregory Hayes Reading left Lane Hipple - Wealth Management Group for Moneta Group Investment Advisors, Llc (registered 2025-09-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:00c05635-d1da-b4b9-5a01-7b6db875a31c

First observed

Jun 1, 2018

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.