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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2019-11-13 |
| TX | RA | APPROVED | 2019-11-13 |
Branch Locations
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
168 Oxmoor Road, Homewood, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2010 | 11/2019 |
| Eversource Wealth Advisors, Llc | Homewood | AL | 11/2019 | Present |
Since 2017, Mr. Bagwell has been a Leadership Coach and Sole Proprietor of LeaderWise Academy, through which he offers speaking and training events on leadership and company culture. He spends an average of 16 hours per month on this business, typically during securities trading hours, and operates it from the same address as his insurance business. LeaderWise Academy is not an investment-related business; As of September 19, 2025, Caleb is an Owner of Stewardly Properties, LLC located at 168 Oxmoor Road, Homewood, Alabama 35209. His duties involve collection of rental fees and he expects to spend approximately 1 hour per month outside of trading hours on this non investment related activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-27 |
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