Samantha Elnora White

Current Employers

Employment History

• 07/2016 → Present
  West Ridge Bookkeeping & Accounting Services Llc
  Greeley, CO
• 03/2021 → 10/2024
  Intrinsic Financial Design Group
  Greeley, CO
• 03/2021 → 10/2024
  Commonwealth Financial Network
  Greeley, CO
• 11/2023 → Present
  Instacart
  Greeley, CO
• 09/2023 → Present
  Spark
  Greeley, CO
• 10/2024 → Present
  West Ridge Financial Services Llc
  Fort Collins, CO
• 11/2024 → 09/2025
  Avantax Investment Services Inc
  Fort Collins, CO
• 11/2024 → 09/2025
  Avantax Advisory Services
  Fort Collins, CO
• 05/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Greeley, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Greeley, CO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-11-19 → 2025-09-05
  Avantax Advisory Services
  Greeley, CO
  Fort Collins, CO
  Dallas, TX
• 2022-04-22 → 2024-10-22
  Commonwealth Financial Network
  Greeley, CO

Other Businesses

1)WEST RIDGE BOOKKEEPING AND ACCOUNTING SERVICES LLC; President and CEO; I own and operate a Bookkeeping and Tax Preparation business. We offer general accounting services, primarily tax preparation, to small businesses and individuals. NIR; HRS 60; HRS 30; 07/24/2016; 4645 18th St Ste 301, Greeley CO 80634, As a Tax Professional, I work with clients on preparing and filing their individual and/or their business tax returns. Prepare, review and file tax returns for individuals and businesses. 3. Manage the day-to-day operations of the business including hiring and managing staff, marketing and training. Review business financials. 2)INSTACART; contracted driver; Instacart is a service offered through an application or online ordering service. Customers can login and shop online at local stores, Instacart contracts people to do the shopping and delivery. NIR; HRS 1; HRS 0; 11/01/2023; 840 52nd Ave, Greeley CO 80634, When I chose to log in and do deliveries through Instacart. 3)SPARK; Contracted delivery person; Spark is a online ordering service that is contracted through Wal-Mart and Sams club for customers ordering their products online. Spark has contracted drivers that pick up the orders and deliver them to the customers. The app collects the fees and ordering amounts. Tips are left on the app also. NIR; HRS 1; HRS 0; 09/25/2023; 840 52nd ave, Greeley CO 80634, United States; My duties include: Logging into the Spark app and logging in when I am available to driver and deliver. 4) WEST RIDGE FINANCIAL SERVICES LLC; Member; Partnership formed to use to offer financial planning and advising services. We will offer financial planning services. IR; HRS 80; HRS 40; 10/27/2024; 1012 Wakerobin Lane, Fort Collins CO 80526, United States As a Member I will help make day to day decisions including staffing, pricing and marketing. As a Financial Advisor I will work with clients to create financial plans and offer asset management solutions. I will be responsible on maintaining my book of business and creating opportunities for clients to maximize their planning potential. 5) FRIENDS OF RYAN ROTH - CITY COUNCIL; Treasurer; I will be helping with accounting for the campaign for Ryan Roth for City Council. NIR; HRS 4; HRS 0; 05/28/2025; 4657 w 20th st, Suite C, Greeley CO 80634, United States; I will be in charge of receiving the checks made out to Ryans City Council campaign - Friends of Ryan Roth. I will take care of keeping accounting records for all donations, making payments for all expenses and keeping detailed records of all transactions for his campaign. I will be filling out the quarterly filings required by the City of Greeley and reporting to Ryan and his team the financial reports. 6) SAMANTHA WHITE AS AN AMAZON AFFILIATE; Amazon affiliate; I was offered and accepted as a contractor with Amazon Influencer Affiliate Program. This program pays a commission for reviews and referrals to products that I have bought and review for them online.; NIR; HRS10; HRS 0; 06/30/2025; 840 52nd Ave, Greeley CO 80634; Review products and post the reviews to Amazon. Create videos of products and share online to people who would use the products. 7) JIM WEITZEL REVOCABLE TRUST; Fiduciary/Trustee upon Jims Death; I have a tax client that does not hold any financial accounts with Avantax/West Ridge Financial Services who is setting up a trust. The attorney and client are asking that I be named as the trustee. NIR; HRS: 0; HRS 0; 08/31/202; 4657 w 20th st, Suite C, Greeley CO 80634, United States; Once I will become the Trustee and be responsible in administering the trust wishes that will be laid out in the trust documents.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-04

Other Names

• Samantha Elnora Zishka
• Samantha Elnora Bartlett
• Samantha Bartlett