Joseph Talarico

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2023-12-13

Branch Locations

Chicago, IL • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pittsford	NY	09/2019	02/2023
The County Club Of Rochester	Rochester	NY	05/2015	09/2019
Self Employed	Rochester	NY	05/2019	09/2019
Farmers Insurance/The Robert Junge Agency	Rochester	NY	08/2017	01/2018
Total Sports Experience	Rochester	NY	05/2015	08/2018
Canisius College	Buffalo	NY	08/2015	06/2019
Dick's Sporting Goods	Buffalo	NY	11/2016	11/2016
Bank Of America, N.A.	Pittsford	NY	10/2019	02/2023
Empower Financial Services, Inc	Greenwood Village	CO	02/2023	Present
Empower Advisory Group, Llc	Greenwood Village	CO	02/2023	Present

09/2019 → 02/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsford, NY
05/2015 → 09/2019

The County Club Of Rochester

Rochester, NY
05/2019 → 09/2019

Self Employed

Rochester, NY
08/2017 → 01/2018

Farmers Insurance/The Robert Junge Agency

Rochester, NY
05/2015 → 08/2018

Total Sports Experience

Rochester, NY
08/2015 → 06/2019

Canisius College

Buffalo, NY
11/2016 → 11/2016

Dick's Sporting Goods

Buffalo, NY
10/2019 → 02/2023

Bank Of America, N.A.

Pittsford, NY
02/2023 → Present

Empower Financial Services, Inc

Greenwood Village, CO
02/2023 → Present

Empower Advisory Group, Llc

Greenwood Village, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-01-03

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