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Portia Jonelle Ryan-Gerton
PORTIA JONELLE OJEMUYIWA, PORTIA JONELLE RYAN, Portia Ryan-Gerton
CRD#: 2199739
IA
Investment Adviser
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Previous Broker
TRANSFORMATION WEALTH MANAGEMENT, LLCCRD#: 309299 3100 INTERSTATE N CIRCLE SE
SUITE 200
ATLANTA, GA 30339
Registration History
19952000200520102015202020252 FIRMS1992 - 1992 (<1 year)2 FIRMS2016 - 2017 (<1 year)2 FIRMS2017 - 2018 (<1 year)2 FIRMS2018 - 2020 (1 year)IATRANSFORMATION WEALTH MANAGEME... (CRD# 309299)2020 - Present (4 years)BSBK-BROOKS INVESTMENT CORP. (CRD# 35851)2007 - 2008 (1 year)BSBK-BROOKS INVESTMENT CORP. (CRD# 35851)2004 - 2007 (3 years)BWASHINGTON SQUARE SECURITIES, INC. (CRD# 2882)2000 - 2001 (1 year)BBANC ONE SECURITIES CORPORATION (CRD# 16999)1997 - 1998 (1 year)BROBERT SCOTT SECURITIES, INC. (CRD# 28180)1995 - 1995 (<1 year)BKENNEDY, CABOT & CO. (CRD# 2417)1994 - 1994 (<1 year)
Disclosure(s)
View By:
8/29/2016
Financial
Final
License(s)

State Registrations

IA
Georgia 6/19/2020

Current Registration(s)
IA
TRANSFORMATION WEALTH MANAGEMENT, LLC (CRD#:309299)
3100 INTERSTATE N CIRCLE SE SUITE 200, ATLANTA, GA 30339
Registered with this firm since 6/19/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/18/2018 - 06/12/2020 AMERITAS ADVISORY SERVICES (CRD#:14869) Atlanta, GA
B
07/17/2018 - 06/12/2020 AMERITAS INVESTMENT COMPANY, LLC (CRD#:14869) Atlanta, GA
IA
09/21/2017 - 06/22/2018 MML INVESTORS SERVICES, LLC (CRD#:10409) ATLANTA, GA
B
09/06/2017 - 06/22/2018 MML INVESTORS SERVICES, LLC (CRD#:10409) ATLANTA, GA
IA
12/21/2016 - 07/19/2017 EDWARD JONES (CRD#:250) MARIETTA, GA
B
11/29/2016 - 07/19/2017 EDWARD JONES (CRD#:250) MARIETTA, GA
B
03/07/2007 - 05/28/2008 SBK-BROOKS INVESTMENT CORP. (CRD#:35851)
FINRA expelled the firm on 09/02/2009
CLEVELAND, OH
B
01/30/2004 - 02/13/2007 SBK-BROOKS INVESTMENT CORP. (CRD#:35851)
FINRA expelled the firm on 09/02/2009
ATLANTA, GA
B
05/16/2000 - 12/31/2001 WASHINGTON SQUARE SECURITIES, INC. (CRD#:2882) WINDSOR, CT
B
01/08/1997 - 05/26/1998 BANC ONE SECURITIES CORPORATION (CRD#:16999) CHICAGO, IL
B
03/01/1995 - 05/15/1995 ROBERT SCOTT SECURITIES, INC. (CRD#:28180)
B
03/13/1994 - 12/20/1994 KENNEDY, CABOT & CO. (CRD#:2417) BEVERLY HILLS, CA
B
03/19/1992 - 11/28/1992 CC&Q INVESTORS DIVERSIFIED, INC. (CRD#:26644)
FINRA expelled the firm on 10/13/1994
B
02/05/1992 - 03/13/1992 CHATFIELD DEAN & CO., INC. (CRD#:14714) GREENWOOD VILLAGE, CO
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.