Heather River Calla

Current Employers

Employment History

• 11/2004 → Present
  Rohrs & Associates, Llc
  Toledo, OH
• 09/2006 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 09/2006 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Masterpiece Financial Partners; DBA; Investment related; 7590 Kings Pointe Road, Toledo, OH 43617; President; Financial Advisor and Partner as well as insurance; Start 1/1/25; 160 hours/month, 160 hours/month. (2) A) BR CHOCOLATES AND EDIBLES C) NON-INVESTMENT RELATED D) CHOCOLATE SALES E) OWNER F) START: 10/01/2016 G) 4 HRS/MO H) 0 TRADING HRS/MO I) OVERSIGHT J) OFFICER/DIRECTOR K) NO CLIENTS INVOLVED (3) A) TRUSTEE OF DOROTHY D RORICK TRUST C) NON-INVESTMENT RELATED D) SERVE AS TRUSTEE OF THE DOROTHY D RORICK TRUST UNTIL TRUST HEIR REACHES THE AGE OF 25 E) TRUSTEE F) START: 09/17/2010 G) 1 HRS/MO H) 0 TRADING HRS/MO I) RESPONSIBLE FOR OVERSIGHT OF THE TRUST ASSETS TO BE USED FOR THE BENEFIT OF THE HEIR, A MINOR CHILD. (4) Masterpiece Automotive Consulting LLC; Non investment-related; same address as branch; Business consulting for automotive dealerships; Principal; start date: 3/2/2020; 6 hours per month, 2 trading hours per month; duties include oversight of consulting. (5) People Like Us Fiduciary Partners; DBA; Investment Related; 7590 Kings Pointe Rd, Toledo, OH 43617; Financial Advisor; I am the principal advisor for clients, I am working as a financial advisor in this niche market; Start 6/26/2023; 50 hrs/mos during trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-04

Other Names

• Heather Marie Rohrs
• Heather River Calla