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Mason Davis Young

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 2024-01-08
  • OR RA
    APPROVED
    Since 2024-01-08

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
Roehl & Yi Investment Advisors, Llc Eugene OR 10/2023 Present
Oregon State University Corvallis OR 06/2022 06/2023
Yms, Llc Eugene OR 09/2019 06/2022
Eugene Country Club Eugene OR 06/2018 08/2019
West Eugene Animal Hospital Eugene OR 06/2016 09/2016
Churchill High School Eugene OR 09/2016 06/2018
N/A Eugene OR 06/2023 10/2023
  • 10/2023 → Present
    Roehl & Yi Investment Advisors, Llc
    Eugene, OR
  • 06/2022 → 06/2023
    Oregon State University
    Corvallis, OR
  • 09/2019 → 06/2022
    Yms, Llc
    Eugene, OR
  • 06/2018 → 08/2019
    Eugene Country Club
    Eugene, OR
  • 06/2016 → 09/2016
    West Eugene Animal Hospital
    Eugene, OR
  • 09/2016 → 06/2018
    Churchill High School
    Eugene, OR
  • 06/2023 → 10/2023
    N/A
    Eugene, OR
Other Businesses

ROEHL & YI INVESTMENT SERVICES - NON-INVESTMENT RELATED - SAME ADDRESS - INSURANCE AGENT - 2026 - 1-2 HR/MO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-08
  • S65 Uniform Investment Adviser Law Examination
    2024-01-08

View on SEC IAPD

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Other Investors

Andrew Glenn College
JAYMAN FRANK YI
SARAH RYAN MELLGREN
Stephen Douglas Allen
Nathan Robert Cabuco
Monica Vaughn Fisher
Rene Israel Jaramillo Mariscal
Annaliese Renate Kelly Ruiz

Other Offices

FINANCIAL FACILITATORS, INC. · EUGENE, OR
UBS FINANCIAL SERVICES INC. · EUGENE, OR
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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