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Current Employers
Post Resch Tallon Group

1163 Pittsford-Victor Road Suite 240, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
  • NY RA
    APPROVED
    Since 2021-06-16

Branch Locations

1163 Pittsford-Victor Rd. Suite 240, Pittsford, NY 14534 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hornor Townsend & Kent Inc Horsham PA 04/2009 12/2016
Penn Mutual Life Ins Co Horsham PA 04/2009 12/2016
Cadaret, Grant & C Pittsford NY 12/2016 07/2025
Post Resch Tallon Group, Inc. Pittsford NY 12/2016 Present
Lpl Financial Llc Pittsford NY 07/2025 Present
  • 04/2009 → 12/2016
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 04/2009 → 12/2016
    Penn Mutual Life Ins Co
    Horsham, PA
  • 12/2016 → 07/2025
    Cadaret, Grant & C
    Pittsford, NY
  • 12/2016 → Present
    Post Resch Tallon Group, Inc.
    Pittsford, NY
  • 07/2025 → Present
    Lpl Financial Llc
    Pittsford, NY
Previous Registrations
Other Businesses

1) 07/10/2025 - Cancer Support Community Rochester / Board of Directors / Non-Profit Board Member / Inv Related / Rochester NY 14607 - Start date 10/01/2021 - 3 3 hrs per month - 1 hrs during trading 2) 07/10/2025 - Wegman Asset Management / President / Business Entity For Tax/Investment Purposes Only - Wegman Asset Management / Inv Related / Pittsford NY 14534 / Start date 03/01/2019 - 3) 07/10/2025 - Non-Variable Insurance / Inv Related / Start date 04/15/2009 - 1 hrs per month 4) 07/10/2025 - Post Resch Tallon, INC - Registered Investment Advisor DBA - Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/01/2016 - 160 hours per month/ 120 hours during trading - I provide investment advisory services through Post Resch Tallon Group, Inc., an independent investment advisor firm. I started this business activity in 7/2025. 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-02
S63 Uniform Securities Agent State Law Examination 2009-05-15
  • S65 Uniform Investment Adviser Law Examination
    2011-04-02
  • S63 Uniform Securities Agent State Law Examination
    2009-05-15

View on SEC IAPD

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