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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Federico Eduardo Francia Telesca

Advisor at BALANZ

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c1e8487-211d-737c-c077-ccd3838ea232

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 3, 2024 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: BALANZ
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 8, 2023
First registration: May 3, 2024
Dual registered: yes, broker-dealer
Other names: Federico Francia
IAPD individual key: 7246608

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
Balanz	Mixed wealth	Mar 25, 2026	n/a	yes	CORAL GABLES, FL	Current employment
PUENTE ASESORAMIENTO DE INVERSIONES, LLC	Former SEC adviser	May 3, 2024	Jan 30, 2026	no	MIAMI, FL	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
PUENTE ASESORAMIENTO DE INVERSIONES, LLC	Balanz	Jan 30, 2026	Mar 25, 2026	54	Firm change	Other

Relationships

Registered with (2)

→ BALANZRegistered adviserregistration: current employment
Mar 25, 2026 to presentfactForm ADV
→ PUENTE ASESORAMIENTO DE INVERSIONES, LLCRegistered adviserregistration: previous registration
May 3, 2024 to Jan 30, 2026factForm ADV

Dated events

Occurred
Jan 30, 2026
Advisor changed firm
Federico Eduardo Francia Telesca left Puente Asesoramiento De Inversiones, Llc for Balanz (registered 2026-03-25)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c1e8487-211d-737c-c077-ccd3838ea232
First observed: May 3, 2024
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Federico Eduardo Francia Telesca

Advisor at BALANZ

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c1e8487-211d-737c-c077-ccd3838ea232

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Balanz

Mixed wealth

Mar 25, 2026

n/a

yes

CORAL GABLES, FL

Current employment

PUENTE ASESORAMIENTO DE INVERSIONES, LLC

Former SEC adviser

May 3, 2024

Jan 30, 2026

MIAMI, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PUENTE ASESORAMIENTO DE INVERSIONES, LLC

Balanz

Jan 30, 2026

Mar 25, 2026

Firm change

Other