DFX Intelligence

RIA Intelligence

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Registered advisor

T••••• W• B•••••

1••• W••••• M••••••••• L••independent RIALighthouse Point, FlIA-onlyIAPD 5232857

Certified Financial Planner

Feed of 09/14/2026

Also filed as T••••• W• B•••••

At current firm

15 y

since Apr 15, 2011

In the industry

19 y

since Nov 28, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CFP, CAIA, MBAreported1650wealth.comas printed on the bio page, Sep 16, 2026
Business email: tombalcom@1650wealth.comreportedWWW.1650WEALTH.COMfirm site, Sep 16, 2026
Professional profile: 1650wealth.com/team/tom-balcomreportedWWW.1650WEALTH.COMfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

1••• W••••• M••••••••• L•• independent RIA current
since Apr 15, 2011 · Lighthouse Point, Fl
1••• W••••• M••••••••• L•• independent RIA
Apr 15, 2010 to Dec 31, 2010 · Miami, Fl
F••••• F•••••••• M••••••••• former
Mar 27, 2009 to Mar 4, 2010 · Miami, Fl
F••••• F•••••••• M••••••••• I••• unclassified
Nov 28, 2006 to Dec 26, 2008 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

F••••• F•••••••• M••••••••• to 1••• W••••• M••••••••• L••
left Mar 4, 2010, registered Apr 15, 2010 (42 days) · Other
F••••• F•••••••• M••••••••• I••• to F••••• F•••••••• M•••••••••
left Dec 26, 2008, registered Mar 27, 2009 (91 days) · Other

Signals

No dated event on this person.

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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address