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Matthew William Balka

Fsa Investment Group, LLC

Pensacola, FL

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Current Employers
Fsa Investment Group, Llc

212 South Alcaniz Street, Pensacola, FL 32502 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-07
  • FL RA
    APPROVED
    Since 2025-03-07

Branch Locations

212 South Alcaniz Street, Pensacola, FL 32502 • 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
Retina Specialty Institute Pensacola FL 12/2014 08/2018
Fsa Advisory Group, Llc Pensacola FL 08/2018 Present
Fsa Investment Group, Llc Pensacola FL 01/2025 Present
  • 12/2014 → 08/2018
    Retina Specialty Institute
    Pensacola, FL
  • 08/2018 → Present
    Fsa Advisory Group, Llc
    Pensacola, FL
  • 01/2025 → Present
    Pensacola, FL
Previous Registrations
  • 2003-07-31 → 2005-07-11
    Amsouth Investment Management Company Llc
    Pensacola, FL
  • 2003-03-04 → 2003-07-30
    Amsouth Investment Services, Inc.
    Pensacola, FL
Other Businesses

Matt William Balka is a partner of FSA Advisory Group, LLC, a firm which provides consulting and project advisory services primarily to Indian Country. He spends approximately 30 hours per week on FSA Advisory Group activities. FSA Advisory Group LLC and FSA Investment Group LLC are related through common ownership. These services are not investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-07
S65 Uniform Investment Adviser Law Examination 2025-01-18
S66 Uniform Combined State Law Examination 2001-05-21
  • S63 Uniform Securities Agent State Law Examination
    2025-03-07
  • S65 Uniform Investment Adviser Law Examination
    2025-01-18
  • S66 Uniform Combined State Law Examination
    2001-05-21

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