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450 Country Club Road Suite 200, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-29 |
| OR | RA | APPROVED | 2024-08-19 |
Branch Locations
450 Country Club Road Suite 200, Eugene, OR 97401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roehl & Yi Investment Advisors, Llc | Eastsound | WA | 07/1998 | Present |
ROEHL & YI INVESTMENT SERVICES - NON-INVESTMENT RELATED - SAME ADDRESS - INSURANCE - PART OWNER - 1988 - 2 HRS/MO - ALL DURING TRADING - LIFE, DI AND LTC INSURANCE SALES **14TH & PATTERSON, LLC, NOT INVESTMENT RELATED - MULTI FAMILY RENTAL PROPERTY - OWNER, PROPERTY MANAGER - 1 HR/MO, 0 HR/MO DURING TRADING, 1988. ROEHL & YI INVESTMENT ADVISORS - INVESTMENT RELATED - SAME ADDRESS - INVESTMENT ADVISORY FIRM - PART OWNER - 1998 - 160 HRS/MO - 120 HRS/MO DURING TRADING - PROVIDE INVESTMENT ADVICE TO CLIENTS. LANE COMMUNITY COLLEGE FOUNDATION - INVESTMENT RELATED - 4000 E 30TH AVENUE - INVESTMENT COMMITTEE - 2014 - 1 HOUR/MONTH. REAL ESTATE HOLDINGS - NON-INVESTMENT RELATED - SAME ADDRESS - REAL ESTATE - OWNER - 1978 - 1 HR/MO - NONE DURING TRADING - HOLD RESIDENTIAL REAL ESTATE FOR INCOME AND APPRECIATION VARIOUS INSURANCE - NON-INVESTMENT RELATED - SAME ADDRESS - INSURANCE - AGENT/CONTRACTOR - 1983 - 3 HRS/MO - NONE DURING TRADING - DISABILITY, LTC, SPDA AND OTHER INSURANCE PRODUCT SALES ROEHL BROTHERS, LLC- INVESTMENT RELATED- PURCHASE OF RESIDENTIAL REAL ESTATE PROPERTY-1 HR/MO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-10-26 |
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