Investment adviser representative · Apella Wealth
Diana L. Bacon
CRD 3082742 · Dallas, TX
At a glance
Diana L. Bacon is an investment adviser representative with Apella Wealth in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Diana’s SEC record dates to 2000, about 26 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Apella WealthSince January 2020Dallas, TX · $11B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Diana’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.