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Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-09-05
NJ RA APPROVED 2025-09-04
  • MO RA
    APPROVED
    Since 2025-09-05
  • NJ RA
    APPROVED
    Since 2025-09-04

Branch Locations

155 E. 3Rd Street, Moorestown, NJ 08057 • United States

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Services Philadelphia PA 05/2016 12/2016
Foresters Financial Services Philadelphia PA 12/2016 06/2019
Foresters Advisory Services Philadelphia PA 06/2018 06/2019
Cetera Investment Services Llc St Cloud MN 06/2019 04/2021
Cetera Investment Advisers Llc Philadelphia PA 06/2019 04/2021
Moneta Group Investment Advisors, Llc St. Louis MO 08/2025 Present
Lane Hipple Wealth Management Group Moorestown NJ 04/2021 Present
  • 05/2016 → 12/2016
    Foresters Financial Services
    Philadelphia, PA
  • 12/2016 → 06/2019
    Foresters Financial Services
    Philadelphia, PA
  • 06/2018 → 06/2019
    Foresters Advisory Services
    Philadelphia, PA
  • 06/2019 → 04/2021
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2019 → 04/2021
    Philadelphia, PA
  • 08/2025 → Present
    St. Louis, MO
  • 04/2021 → Present
    Lane Hipple Wealth Management Group
    Moorestown, NJ
Previous Registrations
  • 2021-06-21 → 2025-12-31
    Lane Hipple - Wealth Management Group
    Moorestown, NJ
  • 2019-06-19 → 2021-04-13
    Philadelphia, PA
  • 2018-06-01 → 2019-06-24
    Foresters Advisory Services, Llc
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-18
S63 Uniform Securities Agent State Law Examination 2016-06-22
  • S65 Uniform Investment Adviser Law Examination
    2018-05-18
  • S63 Uniform Securities Agent State Law Examination
    2016-06-22
Designations

View on SEC IAPD

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