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450 Country Club Road Suite 200, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-05 |
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 |
|---|---|---|---|---|
| Us Navy | Escondido | CA | 05/2011 | 01/2022 |
| Unemployed | Eugene | OR | 01/2022 | 09/2025 |
| Roehl & Yi Investment Advisors, Llc | Eugene | OR | 09/2025 | Present |
Scenic Property Management & Development; not investment related; Eugene/OR; Real Estate; President; Start date: 12/2024; 10 hours per month; 0 trading hours per month; Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-30 |
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