DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Post Resch Tallon Group

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Samuel Alexander PostJ.P. Morgan Securities LLC wirehousePost Resch Tallon Group independent RIAWirehouse to independent RIAApr 30, 2026May 4, 2026
John Asa PostCadaret Grant & Co Inc BD affiliatedPost Resch Tallon Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2025Jun 16, 2021
Kerry Patrick TallonCadaret Grant & Co Inc BD affiliatedPost Resch Tallon Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2025Jun 16, 2021
Wendy Lynn DevinnyCadaret Grant & Co Inc BD affiliatedPost Resch Tallon Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2025Jun 11, 2024
Ryan Daniel WegmanCadaret Grant & Co Inc BD affiliatedPost Resch Tallon Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2025Jun 16, 2021
David Patrick ReschCadaret Grant & Co Inc BD affiliatedPost Resch Tallon Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2025Oct 30, 2018
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6 moves match.