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RIA / WealthAdvisor34 years in industry

Portia Jonelle Ryan-Gerton

Advisor at TRANSFORMATION WEALTH MANAGEMENT, LLC

ATLANTA, GA

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Search this name across graphsid dfx:ria:839c6cfe-436a-e698-9895-0931787262c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 21, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRANSFORMATION WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 13, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 13, 1992
First registration: Dec 21, 2016
Dual registered: no
Other names: PORTIA JONELLE OJEMUYIWA|PORTIA JONELLE RYAN|Portia Jonelle Ryan-Gerton|Portia Ryan-Gerton
IAPD individual key: 2199739

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRANSFORMATION WEALTH MANAGEMENT, LLC	State registered	Jun 19, 2020	n/a	yes	ATLANTA, GA	Current employment
AMERITAS ADVISORY SERVICES	Former SEC adviser	Jul 18, 2018	Jun 12, 2020	no	Atlanta, GA\|LINCOLN, NE	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Sep 21, 2017	Jun 22, 2018	no	Peachtree Corners, GA	Previous registration
EDWARD JONES	National bd RIA	Dec 21, 2016	Jul 19, 2017	no	Roswell, GA\|Atlanta, GA\|ST LOUIS, MO\|MARIETTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERITAS ADVISORY SERVICES	TRANSFORMATION WEALTH MANAGEMENT, LLC	Jun 12, 2020	Jun 19, 2020	7	Firm change	RIA to state RIA
MML INVESTORS SERVICES, LLC	AMERITAS ADVISORY SERVICES	Jun 22, 2018	Jul 18, 2018	26	Firm change	Ibd to ibd
EDWARD JONES	MML INVESTORS SERVICES, LLC	Jul 19, 2017	Sep 21, 2017	64	Firm change	Other

Relationships

Registered with (4)

→ TRANSFORMATION WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 19, 2020 to presentfactForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Jul 18, 2018 to Jun 12, 2020factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Sep 21, 2017 to Jun 22, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Dec 21, 2016 to Jul 19, 2017factForm ADV

Dated events

No dated event names this entity yet.