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450 Country Club Road Suite 200, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-08-07 |
Branch Locations
450 Country Club Road Suite 200, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roehl & Yi Investment Advisors, Llc | Eugene | OR | 02/2001 | Present |
ROEHL & YI INSURANCE INVESTMENT SERVICES - NON-INVESTMENT RELATED - SAME ADDRESS - INSURANCE - AGENT/CONTRACTOR - 2007 - 10 HRS/MO - NONE DURING TRADING - INSURANCE SALES **ROEHL & YI INVESTMENT ADVISORS - INVESTMENT RELATED - SAME ADDRESS - PART OWNER - 2007 - 160 HRS/MO - 120 HRS/MO DURING TRADING - INVESTMENT ADVICE TO CLIENTS, TRADE PLACEMENT, ETC. EUGENE COUNTRY CLUB - 255 COUNTRY CLUB ROAD, EUGENE, OR - NON-INVESTMENT RELATED - BOARD MEMBER - 2018 - 2-4 HOURS PER MONTH. GREATER FIRST TEE OF OREGON - 19825 RIVER ROAD, GLADSTONE, OR - INVESTMENT RELATED - INVESTMENT COMMITTEE - 2015 - 2-3 HOUR PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-12 |
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