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Ryan Christopher Robinson

Balboa Wealth Partners, Inc.

Tucson, AZ

Scottsdale, AZ

CRD 4814406

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Employer firm

Balboa Wealth Partners, Inc. CRD 282329

$1.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Balboa Wealth Partners, Inc.

6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-02-11
  • AZ RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2015 → 02/2022
    First Financial Equity Corp
    Tucson, AZ
  • 04/2019 → Present
    Robinson & Shumaker Wealth Management
    Tucson, AZ
  • 02/2022 → Present
    Scottsdale, AZ
  • 07/2025 → Present
    Sunrise Tax & Planning Llc
    Tuscon, AZ
Previous Registrations
  • 2015-03-30 → 2022-02-14
    Ffec Wealth Partners Llc
    Tucson, AZ
    Tucson, AZ
    Scottsdale, AZ
    Scottsdale, AZ
    Tucson, AZ
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-05
S63 Uniform Securities Agent State Law Examination 2004-09-24
  • S65 Uniform Investment Adviser Law Examination
    2015-03-05
  • S63 Uniform Securities Agent State Law Examination
    2004-09-24

View on SEC IAPD

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