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6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-21 |
| AZ | RA | APPROVED | 2022-09-13 |
Branch Locations
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250 • United States
3567 East Sunrise Dr. #235, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Equity Corporation | Tucson | AZ | 10/2019 | 02/2022 |
| Wild Orchids Salon | Tucson | AZ | 10/2017 | 07/2024 |
| Unemployed | Tucson | AZ | 04/2015 | 10/2017 |
| Balboa Wealth Partners, Inc. Dba Robinson & Shumaker Wealth Mgmt | Tucson | AZ | 07/2022 | Present |
| Sunrise Tax & Planning Llc | Tucson | AZ | 07/2025 | Present |
1. Sunrise Tax and Planning; Not Investment Related; 3567 E Sunrise Drive, Suite 119, Tucson, AZ. 85718; Nature of the business: Tax Preparation & Planning; Tax and Planning; Position: Tax Preparer; 7/1/2025 start date; 43 hours/month; Duties: Prepare and file tax returns. Enedina has 30% ownership in the business. Enedina is compensated per tax return that she prepares and files. 2. Licensed insurance agent; Not investment-related; Tucson, AZ 85718; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-21 |
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