Inactive

Caleb John Josey

Brett Josey Wealth Management LLC

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Current Employers

Brett Josey Wealth Management Llc

Benton, LA • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2020-05-29
TX	RA	APPROVED	2020-05-29

LA RA
APPROVED

Since 2020-05-29
TX RA
APPROVED

Since 2020-05-29

Branch Locations

Benton, LA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bancorpsouth	Shreveport	LA	01/2019	03/2019
Heard Mcelroy & Vestal Cpa Firm	Shreveport	LA	02/2018	04/2018
Stonebridge Community Association	Shreveport	LA	05/2013	08/2017
Louisiana State University In Shreveport	Shreveport	LA	01/2014	05/2017
Louisiana State University In Shreveport	Shreveport	LA	09/2017	08/2018
Unemployed	Shreveport	LA	09/2018	12/2018
Brett Josey Wealth Management Llc	Bossier City	LA	09/2019	Present
Unemployed	Shreveport	LA	04/2019	08/2019

01/2019 → 03/2019

Bancorpsouth

Shreveport, LA
02/2018 → 04/2018

Heard Mcelroy & Vestal Cpa Firm

Shreveport, LA
05/2013 → 08/2017

Stonebridge Community Association

Shreveport, LA
01/2014 → 05/2017

Louisiana State University In Shreveport

Shreveport, LA
09/2017 → 08/2018

Louisiana State University In Shreveport

Shreveport, LA
09/2018 → 12/2018

Unemployed

Shreveport, LA
09/2019 → Present

Brett Josey Wealth Management Llc

Bossier City, LA
04/2019 → 08/2019

Unemployed

Shreveport, LA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-05-29

S65 Uniform Investment Adviser Law Examination

2020-05-29

View on SEC IAPD

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