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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-02-11 |
Branch Locations
3567 E. Sunrise Drive Ste 235, Tucson, AZ 85718 • United States
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Equity Corp | Tucson | AZ | 01/2015 | 02/2022 |
| Robinson & Shumaker Wealth Management | Tucson | AZ | 04/2019 | Present |
| Balboa Wealth Partners Inc | Scottsdale | AZ | 02/2022 | Present |
| Sunrise Tax & Planning Llc | Tuscon | AZ | 07/2025 | Present |
ROBINSON & SHUMAKER WEALTH MANAGEMENT POSITION: DBA Only NATURE: DBA with all business being conducted under Balboa. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/16/2019 ADDRESS: 3567 E. Sunrise Drive, Suite 119, tucson AZ 85718, United States DESCRIPTION: Investments SUNRISE TAX AND PLANNING, LLC Not Investment-related; Same as reported business location; tax document gathering and delivering of completed tax returns; less than 10% of time per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-24 |
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