DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Thomas Andrew Lane
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Tom Lane
At current firm
1 y
since Aug 27, 2025
In the industry
42 y
since Jul 13, 1984 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Moneta Group Investment Advisors, LLC independent RIA currentsince Aug 27, 2025 · Moorestown, Nj
- Lane Hipple - Wealth Management Group formerOct 1, 2013 to Dec 31, 2025 · Moorestown, Nj
- Vsr Advisory Services formerMay 15, 2006 to Sep 27, 2013 · Overland Park, Ks
- Wells Fargo Advisors wirehouseSep 16, 2003 to May 23, 2006 · Moorestown, Nj
Moves
a registration end followed by a registration begin elsewhere
- Lane Hipple - Wealth Management Group to Moneta Group Investment Advisors, LLCleft Dec 31, 2025, registered Aug 27, 2025 (-126 days) · RIA to RIA · moved with a team
- Vsr Advisory Services to Lane Hipple - Wealth Management Groupleft Sep 27, 2013, registered Oct 1, 2013 (4 days) · Other
- Wells Fargo Advisors to Vsr Advisory Servicesleft May 23, 2006, registered May 15, 2006 (-8 days) · Other
Signals
- Thomas Andrew Lane left Lane Hipple - Wealth Management Group for Moneta Group Investment Advisors, Llc (registered 2025-08-27)Dec 31, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address