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RIA / WealthAdvisor18 years in industry

Holly Theresa Turner

Advisor at BOLTON INVESTMENT

TOWSON, MD

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Search this name across graphsid dfx:ria:28f5011d-4e63-96b4-16c4-0f2cab9af095

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 27, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BOLTON INVESTMENT
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: May 27, 2016
First registration: May 27, 2016
Dual registered: no
Other names: HOLLY THERESA BANGS|Holly T Sackett|HOLLY THERESA SACKETT
IAPD individual key: 6449080

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOLTON INVESTMENT	Institutional manager	Feb 27, 2026	n/a	yes	TOWSON, MD	Current employment
GREENSPRING ADVISORS, LLC	Independent wealth	Jun 2, 2023	Feb 18, 2026	no	TOWSON, MD	Previous registration
JEMMA FINANCIAL SERVICES	Independent wealth	Oct 19, 2022	Dec 9, 2025	no	BALTIMORE, MD	Previous registration
BOLTON INVESTMENT	Institutional manager	May 27, 2016	Jun 22, 2021	no	TOWSON, MD\|BALTIMORE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GREENSPRING ADVISORS, LLC	BOLTON INVESTMENT	Feb 18, 2026	Feb 27, 2026	9	Firm change	Other
JEMMA FINANCIAL SERVICES	GREENSPRING ADVISORS, LLC	Dec 9, 2025	Jun 2, 2023	-921	Firm change after gap	RIA to RIA
BOLTON INVESTMENT	JEMMA FINANCIAL SERVICES	Jun 22, 2021	Oct 19, 2022	484	Firm change after gap	Other

Relationships

Registered with (3)

→ BOLTON INVESTMENTRegistered adviserregistration: previous registration
May 27, 2016 to Jun 22, 2021factForm ADV
→ GREENSPRING ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 2, 2023 to Feb 18, 2026factForm ADV
→ JEMMA FINANCIAL SERVICESRegistered adviserregistration: previous registration
Oct 19, 2022 to Dec 9, 2025factForm ADV

Dated events

Occurred
Feb 18, 2026
Advisor changed firm
Holly Theresa Turner left Greenspring Advisors, Llc for Bolton Investment (registered 2026-02-27)
Form ADVobserved 4 days ago
Occurred
Dec 9, 2025
Advisor changed firm
Holly Theresa Turner left Jemma Financial Services for Greenspring Advisors, Llc (registered 2023-06-02)
Form ADVobserved 4 days ago