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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-01-06 |
Branch Locations
60 West Union St Suite 201, Kingston, PA 18704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Kingston | PA | 08/2004 | Present |
| Quick Courier Service | Plymouth Meeting | PA | 10/2006 | Present |
| Gimont And Associates | West Lawn | PA | 01/2007 | Present |
| D&L Distributiors | Myerstown | PA | 11/2008 | Present |
| Transamerica Financial Advisors, Inc | Kingston | PA | 01/2012 | Present |
| Kevin Rest | Reading | PA | 02/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. QUICK COURIER SERVICE/NO/PLYMOUTH MEETING, PA/10/04/2006/INDEPENDENT CONTRACTOR/DELIVER PACKAGES TO BUSINESSES AND RESIDENCES/25/25 GIMONT AND ASSOCIATES/NO/WEST LAWN, PA/TAX PREPARE/01/2007/10/15/TAX SERVICES D&L DISTRIBUTIORS/NO/MYERSTOWN, PA/COURIER/11/2008/DELIVER PUBLICATIONS(MAGAZLINES) TO STORES AND OUTSIDE BOXES/2/2 KEVIN REST POSITION: self-employed NATURE: Accounting & tax preparation/planning INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2023 ADDRESS: 2978 Linda Lane, Reading PA 19608, United States DESCRIPTION: Accounting for small businesses. A few hours a week. Tax preparation/planning. Most of this work will be done from February-April after normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-06 |
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