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1163 Pittsford-Victor Road Suite 240, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-04 |
Branch Locations
1163 Pittsford-Victor Road Suite 240, Pittsford, NY 14534 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Washington | DC | 10/2016 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 10/2016 | 11/2019 |
| Unemployed | Washington | DC | 09/2016 | 10/2016 |
| Jp Morgan Securities, Llc | Washington | DC | 11/2019 | 04/2026 |
| Jp Morgan Chase Bank, N.A. | Washington | DC | 11/2019 | 04/2026 |
| Lpl Financial | Pittsford | NY | 04/2026 | Present |
| Post Resch Tallon Group Inc | Pittsford | NY | 04/2026 | Present |
1) 2026-04-29 - 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 - at reported business location(s) - 2026-04-15 - 160hrs/mth - 160hrs/mth during trading 2) 2026-05-05 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (HYBRID) Post Resch Tallon Group Inc. - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-04-15 - 160hrs/mth - 160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-01 |
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