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450 Country Club Road Suite 200, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-05-15 |
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 Army | Ft. Benning | GA | 05/2014 | 09/2022 |
| Lyft | Columbia | SC | 01/2019 | 01/2020 |
| Roehl & Yi Investment Advisors, Llc | Eugene | OR | 10/2022 | Present |
1) US Army Reserve; Investment Related: No; Address: Eugene, Oregon; Nature: United States Army Reserve; Position/Title: Reservist; Start Date: 09/01/2022; Hours/Month: 1; Hours/Month During Securities Trading Hours: 0; Duties: None, currently separating from USAR to end military service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-15 |
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