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Advisor at MONETA GROUP INVESTMENT ADVISORS, LLC
ST. LOUIS, MO | Moorestown, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS, LLC | Independent wealth | Aug 27, 2025 | n/a | yes | Moorestown, NJ|ST. LOUIS, MO | Current employment |
| LANE HIPPLE - WEALTH MANAGEMENT GROUP | Former SEC adviser | Oct 1, 2013 | Dec 31, 2025 | no | MOORESTOWN, NJ | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | May 15, 2006 | Sep 27, 2013 | no | OVERLAND PARK, KS|MOORESTOWN, NJ|OVERLAND PARK, KS | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 16, 2003 | May 23, 2006 | no | MOORESTOWN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LANE HIPPLE - WEALTH MANAGEMENT GROUP | MONETA GROUP INVESTMENT ADVISORS, LLC | Dec 31, 2025 | Aug 27, 2025 | -126 | Firm change after gap | RIA to RIA |
| VSR ADVISORY SERVICES | LANE HIPPLE - WEALTH MANAGEMENT GROUP | Sep 27, 2013 | Oct 1, 2013 | 4 | Firm change | Other |
| WELLS FARGO ADVISORS | VSR ADVISORY SERVICES | May 23, 2006 | May 15, 2006 | -8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165321:104727:NJ:2025-12-31 | Dec 31, 2025 | Aug 27, 2025 | MOORESTOWN, NJ | Firm change after gap |