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
Andrew Lewis Hollingsworth Thompson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Andrew L Thompson
At current firm
1 y
since Aug 29, 2025
In the industry
23 y
since Apr 7, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Meta Wealth Advisory independent RIA currentsince Aug 29, 2025 · Timonium, Md
- Sc&H Wealth independent RIAMay 21, 2008 to Aug 13, 2025 · Hunt Valley, Md
- 1st Global Advisors Inc formerApr 2, 2008 to Nov 16, 2009 · Sparks, Md
- Strategic Advisers LLC national BDAug 30, 2006 to Mar 27, 2008 · Towson, Md
- T. Rowe Price Advisory Services, Inc. BD affiliatedFeb 20, 2004 to Jul 10, 2006 · Owings Mills, Md
Moves
a registration end followed by a registration begin elsewhere
- Sc&H Wealth to Meta Wealth Advisoryleft Aug 13, 2025, registered Aug 29, 2025 (16 days) · RIA to a newly registered adviser
- 1st Global Advisors Inc to Sc&H Wealthleft Nov 16, 2009, registered May 21, 2008 (-544 days) · Other
- Strategic Advisers LLC to 1st Global Advisors Incleft Mar 27, 2008, registered Apr 2, 2008 (6 days) · Other
- T. Rowe Price Advisory Services, Inc. to Strategic Advisers LLCleft Jul 10, 2006, registered Aug 30, 2006 (51 days) · Other
Signals
- Andrew Lewis Hollingsworth Thompson left Sc&H Wealth for Meta Wealth Advisory (registered 2025-08-29)Aug 13, 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address