This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

POST RESCH TALLON GROUP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 28, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Mar 28, 1986

First registration

Nov 19, 1999

Dual registered

yes, broker-dealer

IAPD individual key

836946

• Occurred

  Jul 10, 2025
  Advisor changed firm

  David Patrick Resch left Cadaret Grant & Co Inc for Post Resch Tallon Group (registered 2018-10-30)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:165bf313-bb8d-b2a7-4c09-c66237a55de3

First observed

Nov 19, 1999

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.