Taj Z. Rohr

ROHR CAPITAL MANAGEMENT

Parkersburg, WV 26101

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CRD#: 5835877

Professional summary

Taj Zachary Rohr, who also goes by Taj Zachary Rohr Mr., is a registered financial advisor currently at ROHR CAPITAL MANAGEMENT located in Parkersburg, West Virginia.

Taj is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Taj has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Taj Zachary Rohr Mr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) TAJ ROHR MINISTRIES INC. POSITION: PRESIDENT NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 0 START DATE: 02/27/2014 ADDRESS: PO BOX 2113, PARKERSBURG WV 26102 DESCRIPTION: NON-PROFIT MUSIC MINISTRY THAT TRAVELS TO CHURCHES ON THE WEEKENDS PROMOTING GOSPEL MUSIC. 2) Licensed Insurance Agent; investment related: Yes; 2801 Dudley Ave. Suite B, Parkersburg, WV, USA 26101; Insurance products (e.g. life insurance, index annuities); Licensed Insurance Agent; Sales; 2019-01-01; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1. 3) Rohr Accounting Services LLC, investment related: no; 2801 Dudley Ave. Suite B, Parkersburg, WV 26101; Owner; Tax Preparation Services during the months of January through April, each year; Mr. Rohr will spend approximately 25% of his time on activities related to this business. 4) JIREH 4 U, LLC; investment related; 2801 Dudley Ave., Suite B, Parkersburg, WV 26101; Mr. Rohr is the Sole Member/President/Owner of this LLC; the LLC purchases, sells and leases real estate. Mr. Rohr spends approximately 2 to 3 hour per week on activities related to this entity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taj Zachary Rohr's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 26, 2018 - Present

ROHR CAPITAL MANAGEMENT

Office #1: 2801 Dudley Avenue Suite B, Parkersburg, WV 26101Office #2: 105 North Court Street, Ripley, WV 25271

RIA

CRD#: 299876

Parkersburg, WV

Past

October 12, 2018 - April 12, 2019

LAZARI CAPITAL MANAGEMENT, INC.

RIA

CRD#: 172932

PARKERSBURG, WV

Past

August 16, 2017 - September 28, 2018

KINGSWOOD WEALTH ADVISORS, LLC

RIA

CRD#: 288792

Parkersburg, WV

Past

August 15, 2017 - August 21, 2018

SGMA CAPITAL MARKETS LIMITED

CRD#: 135327

NEW YORK, NY

Past

March 6, 2014 - July 26, 2017

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

PARKERSBURG, WV

Past

March 5, 2014 - July 26, 2017

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

PARKERSBURG, WV

Past

September 13, 2013 - February 18, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MARIETTA, OH

Past

May 16, 2013 - February 18, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MARIETTA, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(12/26/2018)

IAR

West Virginia
(1/17/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/12/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/21/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2013

General Securities Representative Examination

Current Firm

ROHR CAPITAL MANAGEMENT

ROHR CAPITAL MANAGEMENT | ROHR CAPITAL MANAGEMENT LLC

CRD#: 299876 / SEC#:

Ohio

Registered Investment Advisory firm - (12/26/2018 Approved)

West Virginia

Registered Investment Advisory firm - (1/17/2019 Approved)

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Contact information

Main Address

2801 Dudley Avenue Suite B, Parkersburg, WV 26101

Mailing Address

Phone number

(304) 893-9599

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	414
AUM (Assets Under Management)	$ 52,616,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Taj Z. Rohr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taj Zachary Rohr's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROHR CAPITAL MANAGEMENT

LAZARI CAPITAL MANAGEMENT, INC.

KINGSWOOD WEALTH ADVISORS, LLC

SGMA CAPITAL MARKETS LIMITED

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/12/2013

SIE

Date: 8/21/2018

Series 7

Date: 5/15/2013

Current Firm

ROHR CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROHR CAPITAL MANAGEMENT

TRUST BUT VERIFY

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