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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-01-06
  • PA RA
    APPROVED
    Since 2012-01-06

Branch Locations

60 West Union St Suite 201, Kingston, PA 18704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2004 → Present
    Wfg
    Kingston, PA
  • 10/2006 → Present
    Quick Courier Service
    Plymouth Meeting, PA
  • 01/2007 → Present
    Gimont And Associates
    West Lawn, PA
  • 11/2008 → Present
    D&L Distributiors
    Myerstown, PA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Kingston, PA
  • 02/2023 → Present
    Kevin Rest
    Reading, PA
Previous Registrations
  • 2009-03-11 → 2012-01-06
    Investment Advisors International, Inc.
    Baltimore, MD
    West Lawn, PA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-20
S63 Uniform Securities Agent State Law Examination 2005-12-06
  • S65 Uniform Investment Adviser Law Examination
    2009-01-20
  • S63 Uniform Securities Agent State Law Examination
    2005-12-06
Other Names
  • Kevin Rest

View on SEC IAPD

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