Financial advisor
Trent Bradshaw
At Prime Capital Financial · Salisbury, NC
Registered as NORMAN TRENT BRADSHAW
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Bradshaw Rogers | Bradshaw Rogers | Prime Capital Financial | Acquisition | January 20, 2026 | $600M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| PRIME CAPITAL FINANCIAL | Investment adviser | March 16, 2026 | Current |
| PRIVATE CLIENT SERVICES, LLC | Broker-dealer | March 16, 2026 | Current |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Investment adviser | November 6, 2019 | March 18, 2026 |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Broker-dealer | November 1, 2019 | March 18, 2026 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Investment adviser | February 3, 2015 | November 6, 2019 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | Broker-dealer | February 3, 2015 | November 6, 2019 |
| SPC | Investment adviser | April 24, 2006 | February 4, 2015 |
| PARKLAND SECURITIES, LLC | Broker-dealer | April 21, 2006 | February 4, 2015 |
| PRIMEVEST FINANCIAL SERVICES, INC. | Investment adviser | March 13, 2006 | March 23, 2006 |
| PRIMEVEST FINANCIAL SERVICES, INC. | Broker-dealer | March 13, 2006 | March 23, 2006 |
| CAPITAL INVESTMENT GROUP, INC. | Broker-dealer | February 12, 2002 | February 28, 2005 |
| SAMMONS SECURITIES COMPANY, LLC | Broker-dealer | February 9, 2002 | February 13, 2002 |
| WALNUT STREET SECURITIES, INC. | Broker-dealer | October 30, 2000 | February 9, 2002 |
| W.C. SMITH & COMPANY, INC. | Broker-dealer | April 21, 1998 | October 27, 2000 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.