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

Bryan Andrew Moylan

Traverse Private Wealthstate registeredRadnor, PaIA-onlyIAPD 4851231

Certified Financial Planner

Feed of 09/14/2026

Also filed as Bryan Moylan

At current firm

2 y

since May 2, 2024

In the industry

21 y

since Oct 7, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Traverse Private Wealth state registered current
since May 2, 2024 · Radnor, Pa
Northwest Asset Management independent RIA
Apr 3, 2023 to Jul 1, 2024 · Radnor, Pa
Beacon Pointe Advisors, LLC independent RIA
Feb 22, 2017 to Apr 3, 2023 · Bala Cynwyd, Pa
Beacon Pointe Wealth Advisors, LLC former
Feb 22, 2017 to Apr 27, 2020 · Bala Cynwyd, Pa
Walden Capital Advisors, LLC former
Nov 23, 2011 to Mar 29, 2017 · Bala Cynwyd, Pa
Veritat Advisors unclassified
Oct 20, 2008 to Dec 10, 2009 · Philadelphia, Pa

Moves

a registration end followed by a registration begin elsewhere

Northwest Asset Management to Traverse Private Wealth
left Jul 1, 2024, registered May 2, 2024 (-60 days) · RIA to a state-registered adviser
Beacon Pointe Advisors, LLC to Northwest Asset Management
left Apr 3, 2023, registered Apr 3, 2023 (0 days) · RIA to RIA
Beacon Pointe Wealth Advisors, LLC to Beacon Pointe Advisors, LLC
left Apr 27, 2020, registered Feb 22, 2017 (-1160 days) · corporate re-registration, not a move
Walden Capital Advisors, LLC to Beacon Pointe Wealth Advisors, LLC
left Mar 29, 2017, registered Feb 22, 2017 (-35 days) · Other
Veritat Advisors to Walden Capital Advisors, LLC
left Dec 10, 2009, registered Nov 23, 2011 (713 days) · Other

Signals

Bryan Andrew Moylan left Northwest Asset Management for Traverse Private Wealth (registered 2024-05-02)
Jul 1, 2024 · Advisor changed firm · fact
Bryan Andrew Moylan left Beacon Pointe Advisors, Llc for Northwest Asset Management (registered 2023-04-03)
Apr 3, 2023 · 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: STATE REGISTEREDderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address