Lisa Marie Moceri appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lisa Marie Moceri appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-09 | Form ADV | FIDUCIENT ADVISORS LLC | CHIEF OPERATING OFFICER | CHICAGO, IL |
| — | Form ADV | AXIA ADVISORY, LLC | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | INDIANAPOLIS, IN |
| — | Form ADV | WEALTHSPIRE RETIREMENT, LLC | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | ALISO VIEJO, CA |
| — | Form ADV | SELLWOOD INVESTMENT PARTNERS LLC | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | PORTLAND, OR |