Deshon P. Robinson
WEALTHSPIRE RETIREMENT ADVISORY | Financial Planner
Atlanta, GA 30326
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CRD#: 6154138
Professional summary
Deshon Patrick Robinson, CFP® is a registered financial advisor currently at WEALTHSPIRE RETIREMENT ADVISORY located in Atlanta, Georgia.
Deshon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Deshon has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
the name of the other business; Sports Official (basketball) whether the business is investment-related; no the address of the other business; same as home address the nature of the other business; sports your position; Referee, Umpire, Crew Chief title, or relationship with the other business; non-employee contractor for various assignments in high school, college, and pro leagues the start date of your relationship;10/2018 the approximate number of hours/month you devote to the other business; 40 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Officiating of basketball contests the name of the other business; Nu Tau Lambda Community Services Corporation whether the business is investment-related; no the address of the other business; PO Box 6486, Anaheim, CA 92816 the nature of the other business; Scholarship foundation for high school students your position, title, or relationship with the other business; Director the start date of your relationship;07/2017 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; planning and execution of charity and philanthropic community involvement the name of the other business; Alpha Phi Alpha Fraternity, Inc. whether the business is investment-related; no the address of the other business; 2313 Saint Paul Street Baltimore, MD 21218 the nature of the other business; Fraternity your position, title, or relationship with the other business; Nu Tau Lambda, Treasurer - So Cal District the start date of your relationship; 03/2017 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; record keeping, budgeting
CRS (Client Relationship Summary) - RIA
Click below to view Deshon Patrick Robinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 29, 2025 - Present
WEALTHSPIRE RETIREMENT ADVISORY
Office #1: 3445 Peachtree Rd Ne Suite 200, Atlanta, GA 30326RIA
CRD#: 121254
Atlanta, GA
Past
February 21, 2024 - September 25, 2024
PURE FINANCIAL ADVISORS, LLC
RIA
CRD#: 144316
SAN DIEGO, CA
Past
October 18, 2022 - July 20, 2023
CREATIVE PLANNING
RIA
CRD#: 105348
Irvine, CA
Past
April 14, 2022 - October 21, 2022
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
April 4, 2022 - October 21, 2022
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
Rancho Cucamonga, CA
Past
October 23, 2017 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Rancho Cucamonga, CA
Past
October 23, 2017 - January 11, 2021
TD AMERITRADE, INC.
RIA
CRD#: 7870
Upland, CA
Past
October 23, 2017 - January 11, 2021
TD AMERITRADE, INC.
BD
CRD#: 7870
Upland, CA
Past
April 21, 2016 - October 23, 2017
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
BREA, CA
Past
August 12, 2014 - October 23, 2017
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
BREA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WR
WEALTHSPIRE RETIREMENT ADVISORY
401 (K) ADVISORS | WEALTHSPIRE RETIREMENT, LLC | WEALTHSPIRE RETIREMENT ADVISORY | SST BENEFITS AND CONSULTING SERVICES LLC | NFP RETIREMENT INC. | NFP RETIREMENT | FIDUCIARYPATH | FIDUCIARY FIRST, LLC | ACCELERATE RETIREMENT | 403(B) ADVISORS | 401(K) INVESTMENT ADVISORS, INC. | 401(K) ADVISORS, INC. | 401(K) ADVISORS INC. | 401 (K) ADVISORS, INC.
CRD#: 121254 / SEC#: 801-66107
RIA
Registered Investment Advisory firm - (1/31/2006 Approved)California
Registered Investment Advisory firm - (2/9/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/29/2025)
IAR
Georgia(6/10/2025)
IAR
Texas(5/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WR
WEALTHSPIRE RETIREMENT ADVISORY
401 (K) ADVISORS | WEALTHSPIRE RETIREMENT, LLC | WEALTHSPIRE RETIREMENT ADVISORY | SST BENEFITS AND CONSULTING SERVICES LLC | NFP RETIREMENT INC. | NFP RETIREMENT | FIDUCIARYPATH | FIDUCIARY FIRST, LLC | ACCELERATE RETIREMENT | 403(B) ADVISORS | 401(K) INVESTMENT ADVISORS, INC. | 401(K) ADVISORS, INC. | 401(K) ADVISORS INC. | 401 (K) ADVISORS, INC.
CRD#: 121254 / SEC#: 801-66107
RIA
Registered Investment Advisory firm - (1/31/2006 Approved)California
Registered Investment Advisory firm - (2/9/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
120 Vantis Suite 400, Aliso Viejo, CA 92656
Mailing Address
Phone number
(949) 460-9898
Established
Firm type
Fiscal year end
# of Employees
240
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,394 |
| AUM (Assets Under Management) | $ 118,031,461,765 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
