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

Nov 11, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Nov 11, 2002

First registration

Feb 16, 2018

Dual registered

no

Other names

SPENCER MALLOZZI

IAPD individual key

4562250

Graph

RIA / Wealth Management

Canonical id

dfx:ria:78c7bf11-6aca-146a-e518-aff5d842d6ba

First observed

Feb 16, 2018

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.