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Annaliese Renate Kelly Ruiz

Roehl & Yi Investment Advisors, LLC

Eugene, OR

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Current Employers
Roehl & Yi Investment Advisors, Llc

450 Country Club Road Suite 200, Eugene, OR 97401 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-17
  • OR RA
    APPROVED
    Since 2025-01-17

Branch Locations

450 Country Club Road Suite 200, Eugene, OR 97401 • 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
OrganizationCityStateFromTo
541 Sushi Bar Eugene OR 05/2015 12/2016
Makoto Japanese Restaurant Eugene OR 05/2016 03/2019
Education Travel Culture Eugene OR 08/2019 06/2021
Roehl & Yi Investment Advisors, Llc Eugene OR 01/2020 Present
Unemployed Eugene OR 03/2019 08/2019
  • 05/2015 → 12/2016
    541 Sushi Bar
    Eugene, OR
  • 05/2016 → 03/2019
    Makoto Japanese Restaurant
    Eugene, OR
  • 08/2019 → 06/2021
    Education Travel Culture
    Eugene, OR
  • 01/2020 → Present
    Roehl & Yi Investment Advisors, Llc
    Eugene, OR
  • 03/2019 → 08/2019
    Unemployed
    Eugene, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-08
  • S65 Uniform Investment Adviser Law Examination
    2022-10-08
Other Names
  • Anna Ruiz
  • Annaliese Renate Kelly Mueller

View on SEC IAPD

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Other Offices

FINANCIAL FACILITATORS, INC. · EUGENE, OR
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CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
EDWARD JONES · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR

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