DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Deshon Patrick Robinson

Wealthspire Retirement AdvisoryinstitutionalAliso Viejo, Ca IA-onlyIAPD 6154138

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since May 29, 2025

In the industry

13 y

since Jan 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealthspire Retirement Advisory institutional current
since May 29, 2025 · Atlanta, Ga
Pure Financial Advisors, LLC independent RIA
Feb 21, 2024 to Sep 25, 2024 · San Diego, Ca
Creative Planning independent RIA
Oct 18, 2022 to Jul 20, 2023 · Irvine, Ca
Empower Advisory Group, LLC BD affiliated
Apr 4, 2022 to Oct 21, 2022 · Rancho Cucamonga, Ca
Td Ameritrade Investment Management, LLC former
Oct 23, 2017 to Dec 31, 2020 · Rancho Cucamonga, Ca
Td Ameritrade, Inc. former
Oct 23, 2017 to Jan 11, 2021 · Upland, Ca
Charles Schwab & Co., Inc. national BD
Apr 21, 2016 to Oct 23, 2017 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Pure Financial Advisors, LLC to Wealthspire Retirement Advisory
left Sep 25, 2024, registered May 29, 2025 (246 days) · Other
Creative Planning to Pure Financial Advisors, LLC
left Jul 20, 2023, registered Feb 21, 2024 (216 days) · RIA to RIA
Empower Advisory Group, LLC to Creative Planning
left Oct 21, 2022, registered Oct 18, 2022 (-3 days) · Affiliated broker-dealer or bank to independent RIA
Td Ameritrade, Inc. to Empower Advisory Group, LLC
left Jan 11, 2021, registered Apr 4, 2022 (448 days) · Other
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Dec 31, 2020, registered Oct 23, 2017 (-1165 days) · corporate re-registration, not a move
Charles Schwab & Co., Inc. to Td Ameritrade Investment Management, LLC
left Oct 23, 2017, registered Oct 23, 2017 (0 days) · Other

Signals

Deshon Patrick Robinson left Pure Financial Advisors, Llc for Wealthspire Retirement Advisory (registered 2025-05-29)
Sep 25, 2024 · Advisor changed firm · fact
Deshon Patrick Robinson left Creative Planning for Pure Financial Advisors, Llc (registered 2024-02-21)
Jul 20, 2023 · Advisor changed firm · fact
Deshon Patrick Robinson left Empower Advisory Group, Llc for Creative Planning (registered 2022-10-18)
Oct 21, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address