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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-12 |
Branch Locations
1816 E. Innes St., Ste 102, Salisbury, NC 28146 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Concord, Nc | Concord | NC | 05/2017 | 02/2023 |
| Town Of Pine Knoll Shores, Nc | Pine Knoll Shores | NC | 05/2012 | 05/2017 |
| Bradshaw Rogers Financial Partners, Inc | Salisbury | NC | 02/2023 | Present |
| United Planners Financial Services | Scottsdale | AZ | 05/2023 | 01/2026 |
| Carlyle Prescott Sherrill | Salisbury | NC | 11/2023 | Present |
| Private Client Services | Salisbury | NC | 01/2026 | Present |
| Prime Capital Financial | Overland Park | KS | 01/2026 | Present |
1) BRADSHAW ROGERS FINANCIAL PARTNERS, INC. - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - SALISBURY, NC - SINCE 03/2023 - INVESTMENT RELATED 2) BRADSHAW ROGERS FINANCIAL PARTNERS, INC. - ASSOCIATE - S-CORP PAYS MY SALARY - SALISBURY, NC - SINCE 03/2023 - NOT INVESTMENT RELATED 3) CARLYLE PRESCOTT SHERRILL - INSURANCE PRODUCER - NON-VARIABLE INSURANCE - SALISBURY, NC - SINCE 11/2023 - INVESTMENT RELATED 4) Private Client Services - Broker/Dealer - Registered Representative - Since 01/2026 - Investment Related 5) First Presbyterian Church; not investment-related; 70 Union Street N, Concord, NC; member of session; start date: 05/2023; number of hours per month: 3; number of hours per month during trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-13 |
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