Lindsey A. Roehl

Current Employers

724 Capital, Llc

Lansing, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-01-16

MI RA
APPROVED

Since 2026-01-16

Branch Locations

Lansing, MI • 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

Organization	City	State	From	To
Sii Investments	Appleton	WI	05/2013	02/2018
Raymond James Financial Services, Inc.	Oshkosh	WI	03/2018	09/2018
Investment Centers Of America, Inc.	Appleton	WI	06/2013	02/2018
Raymond James Financial Services Advisors Inc.	Oshkosh	WI	03/2018	09/2018
F3 Logic, Llc	Archbold	OH	10/2018	03/2022
F3 Logic Llc	Archbold	OH	10/2018	03/2022
Aegis Financial	Oshkosh	WI	03/2018	10/2018
Sii Investments	Appleton	WI	06/2013	02/2018
Independent Financial Group	Appleton	WI	01/2019	01/2022
Independent Financial Group, Llc	Archbold	OH	07/2023	Present
724 Capital, Llc	Lansing	MI	03/2022	Present
724 Capital, Llc	Lansing	MI	08/2023	Present
F3 Logic, Llc	Burnsville	MN	10/2018	02/2022

05/2013 → 02/2018

Sii Investments

Appleton, WI
03/2018 → 09/2018

Raymond James Financial Services, Inc.

Oshkosh, WI
06/2013 → 02/2018

Investment Centers Of America, Inc.

Appleton, WI
03/2018 → 09/2018

Raymond James Financial Services Advisors Inc.

Oshkosh, WI
10/2018 → 03/2022

F3 Logic, Llc

Archbold, OH
10/2018 → 03/2022

F3 Logic Llc

Archbold, OH
03/2018 → 10/2018

Aegis Financial

Oshkosh, WI
06/2013 → 02/2018

Sii Investments

Appleton, WI
01/2019 → 01/2022

Independent Financial Group

Appleton, WI
07/2023 → Present

Independent Financial Group, Llc

Archbold, OH
03/2022 → Present

724 Capital, Llc

Lansing, MI
08/2023 → Present

724 Capital, Llc

Lansing, MI
10/2018 → 02/2022

F3 Logic, Llc

Burnsville, MN

Previous Registrations

2023-08-10 → 2025-12-31

724 Capital, Llc

Lansing, MI
2018-10-11 → 2022-04-08

F3Logic, Llc

Burnsville, MN
2018-03-09 → 2018-10-01

Raymond James Financial Services Advisors, Inc

Oshkosh, WI
2013-05-29 → 2018-02-20

Sii Investments, Inc.

Appleton, WI
2013-06-04 → 2018-02-20

Investment Centers Of America, Inc.

Appleton, WI
2010-11-15 → 2011-02-04

Edward Jones

Maryland Heights, MO

Maryland Heights, MO

Other Businesses

TRAVIS ROEHL TRUCKING LLC POSITION: Assist my husband with his trucking business on bookkeeping. NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: N5675 Fairview Rd, Fond du Lac WI 54937, United States DESCRIPTION: Less than 1 hour a week. I help enter invoices and run reports in quickbooks for my husband's trucking business. He does not have any employees. I also am a registered assistant. I do not have clients of my own. ADVOCARE POSITION: Role is Advocare distributor, but again, I only purchase the products for myself. NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2015 ADDRESS: N5675 Fairview Rd, Fond Du Lac WI 54937, United States DESCRIPTION: USER OF ADVOCARE PRODUCTS SINCE 2015. NON-INVESTMENT RELATED. LESS THAN 1% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-11-11

S66 Uniform Combined State Law Examination

2010-11-11

Other Names

Lindsey A Roehl
Lindsey A Koser
Lindsey A Koser
Lindsey Anne Koser
Lindsey Anne Roehl

View on SEC IAPD