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389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-22 |
| OR | RA | APPROVED | 2026-03-31 |
Branch Locations
4325 Commerce St Suite 111-411, Eugene, OR 97402 • United States
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roehl & Yi Investment Advisors, Llc | Eugene | OR | 01/2016 | 12/2020 |
| Lifecraft Financial Planning, Llc | Eugene | OR | 01/2021 | 03/2026 |
| Sax Wealth Advisors, Llc | Parsippany | NJ | 03/2026 | Present |
Alliance of Comprehensive Planners, Investment related, Wilmington NC, Community for fiduciary advisors to share their wisdom, Board Member, January 2026, Average of 4 hours per month devoted to the activity plus occasional virtual and in person retreats, Average of 3 hours per month spent during securities trading hours, duties involve setting of strategic goals and monitoring progress toward them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-26 |
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