Disclosures - W. L. Roe

Disclosures

Effective Date: January 1, 2025
Last Updated: January 1, 2025

ENTITY STRUCTURE

W.L. Roe International Holdings (“WLROE”) is a holding and governance entity. WLROE does not operate as a consultancy, agency, or service provider. Its purpose is stewardship, oversight, and governance of initiatives under its purview.

RELATIONSHIP TO ROE & ASSOCIATES

Roe & Associates, LLC (“RAE”) is an independent operating entity that provides strategic advisory and consulting services. WLROE and RAE are separate legal entities. WLROE may provide governance alignment and structural oversight to RAE where appropriate, but does not direct RAE’s client engagements or operational decisions.

NO ADVISORY OR FIDUCIARY RELATIONSHIP

Use of this website does not create an advisory, fiduciary, consulting, or contractual relationship between you and WLROE. WLROE does not provide advisory services to the public.

INTELLECTUAL PROPERTY

Certain intellectual property, frameworks, methodologies, or systems referenced on this Site may be owned or licensed by WLROE. Unauthorized use of WLROE intellectual property is prohibited.

NO OFFER OF SERVICES

Nothing on this Site constitutes an offer to provide services, enter into agreements, or establish partnerships unless explicitly agreed in writing.

FORWARD-LOOKING STATEMENTS

This Site may contain forward-looking statements regarding WLROE’s purpose, initiatives, or governance philosophy. These statements are not guarantees and are subject to change.

CONTACT

For questions regarding these disclosures, contact:
W.L. Roe International Holdings
Email: info@wlroe.com
Phone: (918) 200-9345
Address: 6722 E Newton St, Tulsa, OK 74115