Best Investors Account Sign in
Claim This Profile
Current Employers
Post Resch Tallon Group

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-22
TX RA APPROVED_RES 2018-10-30
  • NY RA
    APPROVED
    Since 2021-06-22
  • TX RA
    APPROVED_RES
    Since 2018-10-30

Branch Locations

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cadaret, Grant & Co., Inc. Pittsford NY 11/2004 07/2025
Post Resch Tallon Group, Inc. Pittsford NY 11/2004 Present
Lpl Financial Llc Pittsford NY 07/2025 Present
  • 11/2004 → 07/2025
    Cadaret, Grant & Co., Inc.
    Pittsford, NY
  • 11/2004 → Present
    Post Resch Tallon Group, Inc.
    Pittsford, NY
  • 07/2025 → Present
    Lpl Financial Llc
    Pittsford, NY
Previous Registrations
  • 2011-03-07 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Pittsford, NY
    Pittsford, NY
  • 1999-11-19 → 2004-11-30
    Keybanc Capital Markets Inc.
    Rochester, NY
Other Businesses

1- 07/10/2025 - 2150 Clover Street Condominium - Non-Profit Board Member - HOA officer - Not Investment Related - Home Based - Start Date 01/05/2018 - 5 hours per month/ 0 hours during trading 2- 07/10/2025 - Post Resch Tallon Group, Inc. - Registered Investment Advisor Hybrid - Registered Advisor - Investment Related - At Reported Business Location(s) - Start Date 04/11/2007 - 100 hours per month/ 80 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 100 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 2011-05-09
S63 Uniform Securities Agent State Law Examination 1986-03-28
  • S65 Uniform Investment Adviser Law Examination
    2011-05-09
  • S63 Uniform Securities Agent State Law Examination
    1986-03-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pittsford, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor