Norman Trent Bradshaw

Current Employers

Employment History

• 02/2015 → 11/2019
  Cambridge Investment Research Inc
  Fairfield, IA
• 02/2015 → 11/2019
  Cambridge Investment Research Advisors Inc
  Fairfield, IA
• 04/2006 → 05/2023
  Bradshaw Financial Planning
  Salisbury, NC
• 11/2019 → Present
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 01/2014 → Present
  Tbbp Properties, Llc
  Salisbury, NC
• 01/2023 → Present
  Nt. Bradshaw
  Salisbury, NC
• 01/2023 → Present
  Premium Tax Strategies, Llc
  Salisbury, NC
• 08/2023 → Present
  89 Ventures, Llc
  China Grove, NC
• 04/2023 → Present
  Bradshaw Rogers Financial Partners, Inc.
  Salisbury, NC
• 03/2024 → Present
  Brent H. Parks, Cpa P.A.
  Salisbury, NC
• 03/2026 → Present
  Prime Capital Financial
  Overland Park, KS
• 03/2026 → Present
  Private Client Services
  Salisbury, NC

Previous Registrations

• 2019-11-06 → 2026-03-18
  United Planners' Financial Services Of America A Limited Partner
  China Grove, NC
  Scottsdale, AZ
• 2015-02-03 → 2019-11-06
  Cambridge Investment Research Advisors, Inc.
  Salisburg, NC
• 2006-04-24 → 2015-02-04
  Spc
  Salisbury, NC
  Salisbury, NC
  Ann Arbor, MI
• 2006-03-13 → 2006-03-23
  Cetera Investment Services Llc
  Salisbury, NC

Other Businesses

1)89 Strategic Planning, LLC; not investment-related; 425 Wellington Estates Dr., China Grove, NC 28023; management company for my financial services business to handle expenses associated with daily business activities; owner; start date: 01/2023; number of hours per month: 1; number of hours per month during trading hours: 1. 2)89 Ventures, LLC; not investment-related; 425 Wellington Estates Dr., China Grove, NC 28023; real estate sales, rental properties, and property management; purchase and develop real estate projects and may involves sales and leasing of the properties; owner; start date: 08/2023; number of hours per month: 1; number of hours per month during trading hours: 1. 3)Bradshaw Rogers Financial Partners, Inc.; investment-related; 1816 E. Innes St., Suite 102, Salisbury, NC 28146; DBA name for marketing purposes only and to manage payroll for the owners; co-owner; start date: 04/2023; number of hours per month: 1; number of hours per month during trading hours: 1. 4)NT. Bradshaw; investment-related;1816 E. Innes St., Suite 102, Salisbury, NC 28146; marketing life insurance, annuities, LTC, and disability insurance; sales associated with life, annuities LTC, and disability insurance; owner; start date: 04/2006; number of hours per month: 1; number of hours per month during trading hours: 1. 5)Premium Tax Strategies, LLC; not investment-related; 425 Wellington Estates Dr., China Grove, NC 28023; tax preparation, accounting, bookkeeping, and CPA; referral fees paid upon placed business with accounting firm; co-owner; start date: 01/2023; number of hours per month: 1; number of hours per month during trading hours: 1. 6)Rowan Cabarrus YMCA; not investment-related; 215 Duffy St., Salisbury, NC 28147; board member and finance committee member; start date: 09/2022; number of hours per month: 1; number of hours per month during trading hours: 1. 7)TBBP Properties, LLC; not investment-related; 1816 E. Innes St., Suite 102, Salisbury, NC 28146; real estate sales, rental properties, and property management; member of LLC that currently houses our business entity, a dental office and an accounting firm. I manage the property for maintenance; number of hours per month: 1; number of hours per month during trading hours: 1. 8)Wellington Estates HOA; not investment-related; 425 Wellington Estates Dr., China Grove, NC 28023; homeowners association; monitor and manage neighborhood activities; member - provide input on property maintenance for the neighborhood; number of hours per month: 0. 9) Brent H. Parks, CPA P.A.; not investment-related; 1816 E Innes St, #101, Salisbury, NC 28146; tax preparation, accounting, bookkeeping, and CPA. Co-owner, owning 48.5%, start date: 03/2024; number of hours per month: 1; number of hours per month during trading hours: 1.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-22
• S63 Uniform Securities Agent State Law Examination
  1998-04-20

Designations

Other Names

• N. Trent Bradshaw
• Trent Bradshaw
• Norman Trent Bradshaw
• Norman T Bradshaw