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
Thompson Danforth Hollo
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
2 y
since Jul 2, 2024
In the industry
11 y
since Feb 20, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Focus Partners Wealth, LLC independent RIA currentsince Jul 2, 2024 · Ridgway, Co
- Buckingham Strategic Wealth, LLC formerMar 13, 2024 to Nov 14, 2024 · Boulder, Co
- Medicine Bow Capital unclassifiedJan 7, 2016 to Dec 31, 2022 · Boulder, Co
- Wells Fargo Advisors wirehouseFeb 20, 2015 to Jul 20, 2015 · Clayton, Mo
Moves
a registration end followed by a registration begin elsewhere
- Buckingham Strategic Wealth, LLC to Focus Partners Wealth, LLCleft Nov 14, 2024, registered Jul 2, 2024 (-135 days) · corporate re-registration, not a move
- Medicine Bow Capital to Buckingham Strategic Wealth, LLCleft Dec 31, 2022, registered Mar 13, 2024 (438 days) · Other
- Wells Fargo Advisors to Medicine Bow Capitalleft Jul 20, 2015, registered Jan 7, 2016 (171 days) · Other
Signals
- Thompson Danforth Hollo left Medicine Bow Capital for Buckingham Strategic Wealth, Llc (registered 2024-03-13)Dec 31, 2022 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address