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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
| CT | RA | APPROVED | 2025-02-20 |
Branch Locations
62 Lasalle Road Suite 207, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | West Hartford | CT | 10/2022 | 02/2025 |
| Pbi Financial Group | West Hartford | CT | 01/2022 | 01/2025 |
| Concourse Financial Group Securities Inc | West Hartford | CT | 05/2021 | 10/2022 |
| University Of Connecticut | Storrs | CT | 08/2016 | 08/2021 |
| Shiny Bright Auto Wash | Berlin | CT | 05/2015 | 05/2018 |
| Town Of Berlin | Berlin | CT | 05/2018 | 08/2018 |
| Rocco Construction | Berlin | CT | 05/2019 | 10/2019 |
| Bacon And Gendreau Tax Preparation | West Hartford | CT | 01/2022 | Present |
| Bacon Financial Group | West Hartford | CT | 01/2025 | Present |
| Cetera Wealth Services, Llc | West Hartford | CT | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
BACON FINANCIAL GROUP; Investment Related; 62 Lasalle Road, Suite 207, West Hartford, CT 06107; Financial and Insurance Services; Financial Professional; Start Date 01/2025; 200 hours per month with most hours per month occurring during trading hours; Assist clients with their investment needs. >> BACON AND GENDREAU TAX PREPARATION; Non-Investment Related; 62 Lasalle Road, Suite 207, West Hartford, CT 06107; Tax Preparation; Tax Preparer; Start Date 02/2022; 40 hours per month; Prepare tax returns from February 1st to April 15th each year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
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