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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-07 |
| MA | RA | APPROVED | 2011-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue River, Llc | Cambridge | MA | 09/2010 | 07/2025 |
| Blue River South, Llc | Sarasota | FL | 07/2025 | Present |
Occasional consultant to Roehl & Yi Investment Advisors, LLC located at 450 Country Club Rd., Suite 200 Eugene, OR 97401. Roehl & Yi is an Investment Advisory firm and the relationship began November 2010. This absorbs approximately 6-10 hours of time during a typical month, mainly occurring during securities trading hours. Duties include collaboration on fund research, asset allocation, and other matters pertaining to the stewardship of client investments. This is an ongoing but arms-length relationship that incurs no further obligation to Blue River South, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-08 |
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