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B•••••• D••••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

B•••••• D••••• P••••

Advisor at B•••••••• C•••••• M••••••••• L••

NEW YORK, NY

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Search this name across graphsid dfx:ria:94c15620-c093-4ba5-0b23-49e904216ff7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 2
Observed: Jan 1, 2015 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B•••••• D••••• P••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

B•••••• D••••• P••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: B•••••••• C•••••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• C•••••• M••••••••• L••	Mixed wealth	Aug 24, 2016	n/a	yes	NEW YORK, NY	Current employment

Relationships

Registered with (1)

→ B•••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Aug 24, 2016 to presentfactForm ADV

Dated events

Occurred
Nov 26, 2025
Advisor owns new adviser
B•••••• D••••• P••••, registered through B•••••••• C•••••• M••••••••• L•• (New York, NY), is a direct owner of Naviant Partners, LLC, an adviser first registered 2025-11-26
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94c15620-c093-4ba5-0b23-49e904216ff7
First observed: Jan 1, 2015
Last observed: Sep 14, 2026 8 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.