Phillip David Bacon

Current Employers

Employment History

• 11/2016 → 12/2020
  Mass Mutual Life Insurance Co
  Columbia, MO
• 03/2017 → 01/2021
  Mml Investors Services, Llc
  Columbia, MO
• 08/2014 → 05/2017
  University Of Missouri
  Columbia, MO
• 06/2014 → 10/2016
  Missouri Army National Guard
  Columbia, MO
• 01/2021 → 04/2022
  Lpl Financial Llc
  Columbia, MO
• 05/2022 → 01/2024
  Veterans United Home Loans
  Columbia, MO
• 01/2024 → Present
  Convergence Financial
  Columbia, MO
• 01/2024 → Present
  Lpl Financial Llc
  Columbia, MO

Previous Registrations

• 2021-01-25 → 2022-04-28
  Lpl Financial Llc
  Columbia, MO
  San Diego, CA
  Farmer City, IL
  Columbia, MO
• 2017-10-25 → 2021-01-26
  Mml Investors Services, Llc
  Chesterfield, MO
  Columbia, MO
  Columbia, MO

Other Businesses

1) 01/2024 - Convergence Financial / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 01/2024 - Bacon Properties, LLC / Business Entity For Tax/Investment Purposes Only / Non. Inv Related / Columbia, MO / Start date 04/15/2019 - 1Hrs per month 3) 05/02/2024 - Convergence Financial LLC - Registered Investment Advisor DBA - Advisor/ Admin Services - Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Convergence Financial LLC, an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-14

Other Names

• Phillip Bacon