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Kyle R Epstein

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
WA RA APPROVED 2025-04-07
  • WA RA
    APPROVED
    Since 2025-04-07

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
Keybank Bellevue WA 10/2011 06/2017
Seattle Bank Seattle WA 06/2017 10/2019
Columbia State Bank Seattle WA 10/2019 03/2022
Fsa Advisory Group Seattle WA 04/2022 Present
Fsa Investment Group, Llc Pensacola FL 01/2025 Present
  • 10/2011 → 06/2017
    Keybank
    Bellevue, WA
  • 06/2017 → 10/2019
    Seattle Bank
    Seattle, WA
  • 10/2019 → 03/2022
    Columbia State Bank
    Seattle, WA
  • 04/2022 → Present
    Fsa Advisory Group
    Seattle, WA
  • 01/2025 → Present
    Fsa Investment Group, Llc
    Pensacola, FL
Other Businesses

Partner in FSA-AG, a tribal financial advisory group to help develop economic development projects

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-07
  • S65 Uniform Investment Adviser Law Examination
    2025-04-07

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · Pensacola, FL
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