Best Investors Account Sign in
Inactive

Portia Jonelle Ryan-Gerton

Transformation Wealth Management, LLC

Atlanta, GA

Claim This Profile
Current Employers
Transformation Wealth Management, Llc

3100 Interstate N Circle Se Suite 200, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-06-19
  • GA RA
    APPROVED
    Since 2020-06-19

Branch Locations

3100 Interstate N Circle Se Suite 200, Atlanta, GA 30339 • 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
Edward Jones St Louis MO 11/2016 07/2017
Mml Investors Services, Llc Atlanta GA 09/2017 06/2018
Unemployed Liberty Twp OH 01/2015 10/2016
Ameritas Investment Company, Llc Lincoln NE 07/2018 06/2020
Blue Clover Financial Llc Atlanta GA 07/2018 06/2020
Transformation Wealth Management, Llc Atlanta GA 05/2020 Present
Portia Ryan-Gerton, Sole Proprietor Atlanta GA 07/2018 Present
Behaven Wellness Resources, Inc. Atlanta GA 07/2020 06/2022
Groundforce Integrated Resources, Inc. Atlanta GA 09/2021 Present
Eye Design Interiors, Llc Smyrna GA 11/2021 Present
  • 11/2016 → 07/2017
    St Louis, MO
  • 09/2017 → 06/2018
    Atlanta, GA
  • 01/2015 → 10/2016
    Unemployed
    Liberty Twp, OH
  • 07/2018 → 06/2020
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 07/2018 → 06/2020
    Blue Clover Financial Llc
    Atlanta, GA
  • 05/2020 → Present
    Atlanta, GA
  • 07/2018 → Present
    Portia Ryan-Gerton, Sole Proprietor
    Atlanta, GA
  • 07/2020 → 06/2022
    Behaven Wellness Resources, Inc.
    Atlanta, GA
  • 09/2021 → Present
    Groundforce Integrated Resources, Inc.
    Atlanta, GA
  • 11/2021 → Present
    Eye Design Interiors, Llc
    Smyrna, GA
Previous Registrations
  • 2018-07-18 → 2020-06-12
    Ameritas Investment Company, Llc
    Atlanta, GA
    Lincoln, NE
  • 2017-09-21 → 2018-06-22
    Peachtree Corners, GA
  • 2016-12-21 → 2017-07-19
    Roswell, GA
    Atlanta, GA
    St Louis, MO
    Marietta, GA
Other Businesses

1)Portia Ryan-Gerton, Sole Proprietor; Investment-related; Atlanta GA; Insurance; Insurance Agent; Start Date 07/2018; HRS/MO=10; Fixed life insurance sales and service. 2) GroundForce Integrated Resources, Inc; Non Investment-related; Atlanta, GA; General Freight LTL; Administration; Start Date 09/02/2021; HRI/MO=16; No hours during trading; Office Administration. 3) Eye Design Interiors, LLC; Non-Inv related; Smyrna, GA; owner/interior designer; Start Date: 11/2021; 20 hours per month; No hours during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-18
S63 Uniform Securities Agent State Law Examination 1992-01-13
  • S66 Uniform Combined State Law Examination
    2016-12-18
  • S63 Uniform Securities Agent State Law Examination
    1992-01-13
Other Names
  • Portia Jonelle Ojemuyiwa
  • Portia Jonelle Ryan
  • Portia Jonelle Ryan-Gerton
  • Portia Ryan-Gerton

View on SEC IAPD

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor