Heather Garrett Calfy

Current Employers

Employment History

• 07/2017 → 10/2018
  Wells Fargo Advisors Financial Network, Llc
  Duncan, OK
• 10/1999 → 07/2017
  Edward Jones Investments
  Duncan, OK
• 10/2018 → 04/2022
  First Financial Equity Corporation
  Duncan, OK
• 04/2017 → 04/2021
  Temple Town Trustee
  Temple, OK
• 04/2022 → Present
  Cetera Wealth Services, Llc
  Duncan, OK
• 01/2024 → Present
  Cetera Investment Advisers, Llc
  Schaumberg, IL
• 05/2024 → Present
  Temple Public Schools
  Temple, OK

Other Businesses

1. NAME OF OTHER BUSINESS: WALTERS/COTTON COUNTY E911 BOARD INVESTMENT RELATED: NO ADDRESS: 129 E. COLORADO WALTERS, OK NATURE OF BUSINESS: EMERGENCY SERVICES START DATE: 12/2019 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: I SERVE ON THE BOARD FOR OUR COUNTIES ENHANCED 911. 2. NAME OF OTHER BUSINESS: YS ASSET MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2017 POSITION/TITLE/RELATIONSHIP: OPERATIONS MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: OPERATIONS MANAGER 3. NAME OF OTHER BUSINESS: HEATHER CALFY - RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 02/2023; POSITION/TITLE/RELATIONSHIP: JOINT OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY, SCHEDULE ANY MAINTENANCE AS NEEDED; 6. NAME OF OTHER BUSINESS: NOTARY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY SERVICES; START DATE: 1/2014; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES; 4. NAME OF OTHER BUSINESS: TEMPLE AREA FOOD BANK; INVESTMENT RELATED: NO; ADDRESS: 101 N COMMERCIAL TEMPLE, OK 73568; NATURE OF BUSINESS: BOARD; START DATE:07/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: OVERSEE OPERATIONS OF THE FOODBANK, ENSURE STATE AND FEDERAL GUIDELINES ARE FOLLOWED; 5. NAME OF OTHER BUSINESS: TEMPLE PUBLIC SCHOOLS, INVESTMENT RELATED: NO, ADDRESS: 200 SCHOOL RD, TEMPLE, OK 73568, NATURE OF BUSINESS: HIGH SCHOOL SPORTS, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: SOFTBALL COACH, APX NUMBER OF HOURS PER WEEK: 14, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: COACHING HIGH SCHOOL SOFTBALL;

Exams

• S66 Uniform Combined State Law Examination
  2019-04-16

Other Names

• Heather Garrett
• Heather Kennemer
• Heather Garrett Calfy
• Heather Walker