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.

Current firm

BON INVESTMENTS, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 14, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

22derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63

First exam

Aug 14, 1991

First registration

Jun 8, 2016

Dual registered

no

Other names

JEFF BONVALLAT

IAPD individual key

2147082

• Occurred

  Dec 31, 2024
  Advisor departed, no destination yet

  Jeffrey Wayne Bonvallat no longer registered at Piot Associates Llc; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d54b0db5-50d7-a3c3-a54a-93c8f4c67d1d

First observed

Jun 8, 2016

Last observed

Sep 14, 2026 7 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.