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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-30 |
| AR | RA | APPROVED | 2025-12-10 |
| UT | RA | APPROVED | 2020-03-25 |
| TX | RA | APPROVED | 2020-03-24 |
Branch Locations
1380 Sw Westpark Suite 12, Bentonville, AR 72712 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2011 | 03/2020 |
| Transamerica Financial Advisors, Inc | Bentonville | AR | 03/2020 | Present |
| Wfgia | Bentonville | AR | 03/2020 | Present |
| Axa Advisors | Vernal | UT | 01/2011 | 03/2020 |
| Usu Uintah Basin Campus | Vernal | UT | 08/2009 | 07/2025 |
| Uintah Schools Foundation | Vernal | UT | 08/2019 | 07/2025 |
| Harold Kim Jones Dpm Pc | Vernal | UT | 07/1992 | Present |
| Barefootj Ranch | Vernal | UT | 07/2000 | Present |
| Petra Jones Family Trust | Vernal | UT | 07/2025 | Present |
| Bentonville Chamber Of Commerce | Bentonville | AR | 08/2025 | Present |
| Wealthwave | Bentonville | AR | 02/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). HAROLD KIM JONES DPM PC POSITION: president NATURE: s corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1992 ADDRESS: 2703 W 500 W, Vernal UT 84078, United States DESCRIPTION: used for tax purposes for ranch BAREFOOTJ RANCH POSITION: trustee NATURE: small ranch with less than 10 longhorn cattle INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2000 ADDRESS: 2703 W 500 W, Vernal UT 84078, United States DESCRIPTION: Water share turns to irrigate our property, long horn cattle graze the property. we sell an occasional beef about every other year. PETRA JONES FAMILY TRUST POSITION: trustee NATURE: Mother/family trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 2765 W 500 S, Vernal UT 84078, United States DESCRIPTION: trustee for her trust BENTONVILLE CHAMBER OF COMMERCE POSITION: will be a member NATURE: Business networking, marketing chamber of commerce INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2025 ADDRESS: 406 SE 5th St #8, Bentonville AR 72712, United States DESCRIPTION: Chamber of commerce is to network with other business owners, and participate voluntarily in business recognition, training, etc. WEALTHWAVE POSITION: Representative NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 4 START DATE: 02/20/2026 ADDRESS: 3506 SW Riverwood Pl, 3506 SW Riverwood Pl, Bentonville AR 72713, United States DESCRIPTION: WFG Co-Brand
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-05 |
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