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1163 Pittsford-Victor Road Suite 240, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
Branch Locations
1163 Pittsford-Victor Rd. Suite 240, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-15 |
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