Anita Sue Petty

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → Present
  Transamerica Financial Advisors, Inc
  Las Vegas, NV
• 10/2021 → Present
  Wfgia
  Las Vegas, NV
• 06/2012 → Present
  3M Corporation
  Monrovia, CA
• 02/2023 → Present
  Peregrine Shores, Llc
  St Petersburg, FL
• 12/2017 → Present
  Copernicus Nine, Llc
  Westlake Village, CA
• 11/2017 → Present
  Merit Gate Capital Holdings, Llc
  Las Vegas, NV
• 10/2022 → Present
  Majestic Ridge, Llc
  Sheridan, WY
• 04/2018 → Present
  The Anita Petty Family Limited Partnership
  Sheridan, WY
• 06/2018 → Present
  Leading Edge Ventures, Llc
  Sheridan, WY
• 10/2022 → Present
  Kepler Horizons, Llc
  Sheridan, WY
• 10/2022 → Present
  Election Department, Clark County, Nevada
  North Las Vegas, NV
• 11/2025 → Present
  Inheritguard, Llc
  Sheridan, WY

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. COPERNICUS NINE, LLC / 1217-Present / Investment Related: Yes / 5716 Corsa Avenue, Suite 110, Westlake Village, CA 91362 / Manager / real estate, particularly residential property rental. / Hrs. Work Monthly: 4 / Sec Trading Hrs.: 0 / I manage the day-to-day affairs of the business including: LLC management activities, bookkeeping, meetings with the property management company, tax prep, annual business filings, and insurance management. MERIT GATE CAPITAL HOLDINGS, LLC/ 1117-Present / Investment Related: Yes / 9107 West Russell Road Suite 100, Las Vegas, NV 89148 / Position / This is a disregarded entity for tax purposes. / Hrs. Work Monthly: 1 / Sec Trading Hrs.: 0 / manage the day-to-day affairs of the legal entities under its purview. PEREGRINE SHORES, LLC/ 0223-Present / Investment Related: Yes / 7901 4th ST N, STE 300, St. Petersburg, FL 33702 / Managing Member / real estate investing/ Hrs. Work Monthly: 3 / Sec Trading Hrs.: 0 / I manage the day-to-day affairs of the business including: LLC management activities, bookkeeping, meetings with the property management company, tax prep, annual business filings, and insurance management. MAJESTIC RIDGE, LLC/ 1022-Present / Investment Related: Yes / 30 N Gould Street, STE R, Sheridan, WY 82801/ Managing Member / management/utility company / Hrs. Work Monthly: 2 / Sec Trading Hrs.: 0 / I manage the day-to-day affairs of the company. THE ANITA PETTY FAMILY LIMITED PARTNERSHIP /0418-Present / Investment Related: Yes /30 N Gould St, STE R, Sheridan, WY 82801 / Managing Member for the General Partner/ administrative/ Hrs. Work Monthly: 1 / Sec Trading Hrs.:0/ As the Managing Member for the General Partner (Merit Gate Capital Holdings, LLC), annual business filings, registered agent updates, tax prep, preparing meeting minutes, FINCEN BOIR reporting, and insurance management. LEADING EDGE VENTURES, LLC / 0618-Present/ Investment Related: No / 30 N Gould ST, STE R, Sheridan, WY 82801/ Managing Member / This business is built around my book, "Money Switch / Hrs. Work Monthly: 30 / Sec Trading Hrs.: 5 / I am a Resilience Coach, I offer customers an online course on resiliency which includes coaching from me via video conferences and emails. Working with a third-party contract worker, I create content for the website, blog, emails, and social media. From time to time, I also appear in podcasts related to resiliency topics and have social media pages on Facebook, Instagram, and LinkedIn that support the business. In the past, I have appeared on radio broadcasts and in television interviews. KEPLER HORIZONS, LLC / 1022-Present / Investment Related: No /30 N GOULD ST, STE R, Sheridan, WY 82801 / Managing Member/ Nature of Business/ Hrs. Work Monthly: 0/ Sec Trading Hrs.: 0 / Per Item 21a, this entity does not presently support a going concern. As such, my duties are limited to filing annual reports, updating registered agent information as required, and ensuring the entity remains in good standing with the Wyoming Secretary of State. INHERENT GUARD NETWORK / 0624-Present / Investment Related: No / 923 Haddonfield Rd, STE 300, Cherry Hill, New Jersey 08003 / Referring Agent / nationwide network of attorneys and paralegals that create trusts, wills, powers of attorney, and other legal documents for its customers. / Hrs. Work Monthly: / Sec Trading Hrs.: / As a referring agent, . ELECTION DEPARTMENT, CLARK COUNTY, NEVADA /1022-Present / Investment Related: No /965 N Trade Dr, Unit A, North Las Vegas, NV 89030 / Election Worker/ INHERITGUARD, LLC POSITION: Representative NATURE: Estate Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2025 ADDRESS: 30 N Gould Street, STE 41954, Sheridan WY 82801, United States DESCRIPTION: Client communications

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-16
• S63 Uniform Securities Agent State Law Examination
  2024-11-26

Other Names

• Antia Sue Petty