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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| (Dba) Professional Business Insurers (Pbi) | West Hartford | CT | 11/1998 | 01/2025 |
| Concourse Financial Group Securities Inc | West Hartford | CT | 04/2006 | 02/2025 |
| (Dba) 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 |
| Professional Business Insurers | West Hartford | CT | 08/2025 | Present |
1) (dba) BACON FINANCIAL GROUP; Investment Related; 62 Lasalle Road, Suite 207, West Hartford, CT 06107; Other; Associate/ dba Name; Start Date 01/2025; 20 hours per month; DBA for my securities business. >> 2) NAME OF OTHER BUSINESS: PROFESSIONAL BUSINESS INSURERS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE EMPLOYEE BENEFIT PLANS TO SMALL BUSINESSES, MEDICARE AND INDIVIDUAL HEALTH PLANS; 3) GREATER HARTFORD ARTS COUNCIL; Non-Investment Related; 100 Pearl Street, Hartford, CT 06103; Other; Board Member; Start Date 01/2002; 2 hours per month; I am a volunteer board member lending my expertise to advancing the arts and culture in the greater Hartford area. >> 4) JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND; Non-Investment Related; 70 Farmington Avenue, Hartford, CT 06105; Other; Board member; Start Date 01/2002; 2 hours per month; I am a volunteer who teaches school age children about all aspects of business and financial matters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-27 |
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