DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

SAMUEL ALEXANDER POST

Advisor at POST RESCH TALLON GROUP

PITTSFORD, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:705d2bcf-3cf3-1baf-ef2b-ee60316caa41

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 14, 2016 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 1, 2015
First registration: Jan 14, 2016
Dual registered: yes, broker-dealer
Other names: SAMUEL A POST
IAPD individual key: 6340554

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
POST RESCH TALLON GROUP	Independent wealth	May 4, 2026	n/a	yes	PITTSFORD, NY	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 5, 2019	Apr 30, 2026	no	Washington, DC\|BETHESDA, MD\|Washington, DC\|Bethesda, MD\|Washington, DC\|Washington, DC\|Falls Church, VA\|Washington, DC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 7, 2016	Dec 2, 2019	no	WASHINGTON, DC\|WASHINGTON, DC\|BETHESDA, MD\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC	Previous registration
MORGAN STANLEY	Wirehouse	Jan 14, 2016	Sep 1, 2016	no	WASHINGTON, DC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	POST RESCH TALLON GROUP	Apr 30, 2026	May 4, 2026	4	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Dec 2, 2019	Dec 5, 2019	3	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 1, 2016	Nov 7, 2016	67	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ POST RESCH TALLON GROUPRegistered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Dec 5, 2019 to Apr 30, 2026factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 7, 2016 to Dec 2, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 14, 2016 to Sep 1, 2016factForm ADV

Dated events

Occurred
Apr 30, 2026
Advisor changed firm
Samuel Alexander Post left J.P. Morgan Securities Llc for Post Resch Tallon Group (registered 2026-05-04)
Form ADVobserved 5 days ago