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Diana Lynn Bacon

Apella Wealth

Dallas, TX

West Hartford, CT

San Francisco, CA

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-28
TX RA APPROVED 2020-12-21
CT RA APPROVED 2020-01-08
  • CA RA
    APPROVED
    Since 2023-08-28
  • TX RA
    APPROVED
    Since 2020-12-21
  • CT RA
    APPROVED
    Since 2020-01-08

Branch Locations

1808 S Good Latimer Expy, Dallas, TX 75226 • United States

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

2001 Union St Ste 540, San Francisco, CA 94123 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bacon Financial Management, Inc Dallas TX 11/2006 12/2020
Apella Capital, Llc West Hartford CT 01/2020 Present
  • 11/2006 → 12/2020
    Bacon Financial Management, Inc
    Dallas, TX
  • 01/2020 → Present
    Apella Capital, Llc
    West Hartford, CT
Previous Registrations
  • 2007-02-21 → 2020-12-18
    Bacon Financial Management, Inc Dba Financial Strategies Group
    Dallas, TX
  • 2007-02-21 → 2020-01-27
    Bacon Financial Management, Inc Dba Financial Strategies Group
    Dallas, TX
  • 2014-01-03 → 2015-07-01
    Concert Wealth Management
    Dallas, TX
    San Jose, CA
  • 2005-01-03 → 2006-11-29
    Paratus Financial, Inc.
    Dallas, TX
  • 2003-02-18 → 2004-09-20
    Ernst & Young Investment Advisers Llp
    Dallas, TX
  • 2000-05-03 → 2003-01-15
    Goldman Sachs Wealth Services, L.P.
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-08
S63 Uniform Securities Agent State Law Examination 1999-05-17
  • S65 Uniform Investment Adviser Law Examination
    2002-11-08
  • S63 Uniform Securities Agent State Law Examination
    1999-05-17
Designations
Other Names
  • Diana Lynn Petrucci

View on SEC IAPD

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