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Deshon Patrick Robinson

Investment Adviser Representative at WEALTHSPIRE RETIREMENT ADVISORY

Atlanta, GACRD #6154138Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
3 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Deshon Patrick Robinson has worked in the securities industry since 2017. They have passed the Series 66, 63, and 7 examinations. They are registered to provide investment advisory services in California, Georgia, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
CaliforniaGeorgiaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/20/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 10/29/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/12/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wealthspire Retirement Advisory Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTHSPIRE RETIREMENT ADVISORYCurrent
5/29/2025Atlanta, GA
PURE FINANCIAL ADVISORS, LLC
2/21/20249/25/2024San Diego, CA
CREATIVE PLANNING
10/18/20227/20/2023Irvine, CA
EMPOWER ADVISORY GROUP, LLC
4/4/202210/21/2022Rancho Cucamonga, CA
TD AMERITRADE, INC.
10/23/20171/11/2021Upland, CA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
10/23/201712/31/2020Rancho Cucamonga, CA
CHARLES SCHWAB & CO., INC.
4/21/201610/23/2017Brea, CA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Deshon Patrick Robinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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