Stephen Barton Bacon

Current Employers

Employment History

• 06/1978 → Present
  Bacon & Gendreau Tax Preparation
  West Hartford, CT
• 09/1998 → 02/2025
  Concourse Financial Group Securities Inc
  West Hartford, CT
• 01/2002 → 01/2025
  (Dba) Pbi Financial Group Llc
  West Hartford, CT
• 01/2025 → Present
  Bacon Financial Group
  West Hartford, CT
• 02/2025 → Present
  Cetera Wealth Services, Llc
  West Hartford, CT
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-09-21 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  West Hartford, CT
  Birmingham, AL

Other Businesses

BACON FINANCIAL GROUP; Investment Related; 62 Lasalle Road, Suite 207, West Hartford, CT 06107; Financial and Insurance Services; Financial Advisor; Start Date 01/2025; 160 hours per month with 6 of those hours occurring during trading hours; Sales and service of insurance products - Life, Long-Term Care, Disability, and Annuities. "Doing Business As" (DBA) name for my securities business. >> BACON & GENDREAU TAX PREPARATION; Non-investment Related; 62 Lasalle Road, Suite 207, West Hartford, CT 06107; Tax Preparation; Owner/Tax Preparer; Start Date 01/2014; 100 hours per month with 6 of those hours occurring during trading hours; Prepare tax returns for clients of the tax business. >> STEPHEN BACON; Non-Investment Related; 62 Lasalle Road, Suite 207, West Hartford, CT 06107; Notary Public; Notary; Start Date 01/2017; 1 hour per month with no hours during trading hours; Notarize documents for clients - no fees are charged to the client for this service.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-03
• S63 Uniform Securities Agent State Law Examination
  1991-02-06

Other Names

• Steve Bacon