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

Traci Jeanine Bryson

Moneta Group Investment Advisors, LLCindependent RIADenver, Co IA-onlyIAPD 5050447

Feed of 09/14/2026

Also filed as Traci Bryson

At current firm

1 y

since Aug 26, 2025

In the industry

18 y

since Feb 6, 2008 (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

Moneta Group Investment Advisors, LLC independent RIA current
since Aug 26, 2025 · Denver, Co
Robert W. Baird & Co. Incorporated mixed wealth
Apr 4, 2016 to Aug 25, 2025 · Denver, Co
Northwestern Mutual Investment Services,LLC no RAUM
May 30, 2013 to Apr 5, 2016 · Lakewood, Co
B. C. Ziegler And Company former
Aug 15, 2011 to May 8, 2012 · Denver, Co
Northwestern Mutual Investment Services,LLC no RAUM
May 6, 2011 to Aug 15, 2011 · Lakewood, Co
Resource Horizons Investment Advisory, Inc. former
Apr 15, 2010 to Feb 28, 2011 · Littleton, Co
Nations Financial Group, Inc. independent RIA
Nov 3, 2009 to Apr 6, 2010 · Denver, Co
Investment Advisors International, Inc. unclassified
Apr 14, 2008 to Jun 1, 2009 · Centennial, Co

Moves

a registration end followed by a registration begin elsewhere

Robert W. Baird & Co. Incorporated to Moneta Group Investment Advisors, LLC
left Aug 25, 2025, registered Aug 26, 2025 (1 days) · RIA to RIA
Northwestern Mutual Investment Services,LLC to Robert W. Baird & Co. Incorporated
left Apr 5, 2016, registered Apr 4, 2016 (-1 days) · Other
B. C. Ziegler And Company to Northwestern Mutual Investment Services,LLC
left May 8, 2012, registered May 30, 2013 (387 days) · Other
Northwestern Mutual Investment Services,LLC to B. C. Ziegler And Company
left Aug 15, 2011, registered Aug 15, 2011 (0 days) · Other
Resource Horizons Investment Advisory, Inc. to Northwestern Mutual Investment Services,LLC
left Feb 28, 2011, registered May 6, 2011 (67 days) · Other
Nations Financial Group, Inc. to Resource Horizons Investment Advisory, Inc.
left Apr 6, 2010, registered Apr 15, 2010 (9 days) · Other
Investment Advisors International, Inc. to Nations Financial Group, Inc.
left Jun 1, 2009, registered Nov 3, 2009 (155 days) · Other

Signals

Traci Jeanine Bryson left Robert W. Baird & Co. Incorporated for Moneta Group Investment Advisors, Llc (registered 2025-08-26)
Aug 25, 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address