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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
1163 Pittsford-Victor Road Suite 240, Bldg. 4, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Pittsford | NY | 05/2009 | Present |
| Post Resch Tallon Group Inc. | Pittsford | NY | 05/2009 | Present |
| Lpl Financial Llc | Pittsford | NY | 07/2025 | Present |
1) 2026-04-23 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Post Resch Tallon Group - DBA for LPL Business (entity for LPL business) - Y - 160 - 120 - at reported business location(s) - 2026-03-27 - Registered Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-15 |
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