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Current Employers
Fsa Investment Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-31
  • CA RA
    APPROVED
    Since 2023-08-31

Branch Locations

Huntington Beach, CA • United States

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

701 5Th Ave Suite 4204, Seattle, WA 98104 • 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
Morgan Stanley Portland OR 02/2019 04/2020
Oven And Shaker, Llc Portland OR 10/2014 07/2018
Trilinc Global, Llc Manhattan Beach CA 07/2018 12/2018
Pacific University Forest Grove OR 08/2015 05/2018
Fsa Investment Group, Llc Huntington Beach CA 08/2022 Present
Russell Investments Seattle WA 04/2020 08/2022
  • 02/2019 → 04/2020
    Portland, OR
  • 10/2014 → 07/2018
    Oven And Shaker, Llc
    Portland, OR
  • 07/2018 → 12/2018
    Trilinc Global, Llc
    Manhattan Beach, CA
  • 08/2015 → 05/2018
    Pacific University
    Forest Grove, OR
  • 08/2022 → Present
    Huntington Beach, CA
  • 04/2020 → 08/2022
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-18
  • S66 Uniform Combined State Law Examination
    2019-06-18
Designations

View on SEC IAPD

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