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1163 Pittsford-Victor Road Suite 240, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-22 |
| TX | RA | APPROVED_RES | 2018-10-30 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-28 |
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