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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 |
|---|---|---|---|---|
| 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- 07/22/2025 - POST RESCH TALLON GROUP, INC. - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/01/2008 - 175 hours per month/ 34 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 175 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 | 2011-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-25 |
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