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

BOURGEON CAPITAL MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 14, 2018

First registration

Mar 19, 2018

Dual registered

no

Other names

Richard Estep Hall|Richard Hall|Stepper Hall

IAPD individual key

6659326

• Occurred

  Mar 25, 2024
  Advisor changed firm

  Richard Estep Hall left Ubs Financial Services Inc. for Bourgeon Capital Management Llc (registered 2024-11-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6fd50bbe-65f2-a24b-70fa-35b4520e756e

First observed

Mar 19, 2018

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.