Best Investors
Account
Sign in
Best Investors
Account
Sign in
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., Suite 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 |
|---|---|---|---|---|
| Lpl | Charlotte | NC | 04/2013 | 03/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2017 | 11/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2017 | 11/2019 |
| Bradshaw Financial Planning | Salisbury | NC | 03/2017 | 05/2023 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 11/2019 | 01/2026 |
| Bradshaw Rogers Financial Partners, Inc. | Salisbury | NC | 04/2017 | Present |
| Private Client Services | Salisbury | NC | 01/2026 | Present |
| Prime Capital Financial | Overland Park | KS | 01/2026 | Present |
1) SALISBURY CIVITAN - VOLUNTEER - REGULAR MEMBER - SALISBURY, NC - SINCE 01/2022 - NOT INVESTMENT RELATED 2) BRANDON M ROGERS - INSURANCE AGENT - NON-VARIABLE INSURANCE - SALISBURY, NC - SINCE 04/2017 - INVESTMENT RELATED 3) WESWURTH STRATEGIES LLC - PRESIDENT - LLC PASSTHROUGH - CHINA GROVE, NC - SINCE 01/2023 - NOT INVESTMENT RELATED 4) BRADSHAW ROGERS FINANCIAL PARTNERS, INC. - CO-OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - SALISBURY, NC - SINCE 04/2023 - INVESTMENT RELATED 5) BRADSHAW ROGERS FINANCIAL PARTNERS, INC. - OWNER, VICE PRESIDENT - PAYS MY W2 SALARY - SALISBURY, NC - SINCE 04/2017 - INVESTMENT RELATED 6) Prime Capital Financial, LLC is 100% owned by CHHSZ Holdings, LLC. Brandon Rogers is a member of CHHSZ Holdings, LLC and as such is entitled to receive a share of the company's profits. 7) Private Client Services, Broker-Dealer Registration, Registered Representative, broker dealer activity, since 01/2026. - Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-27 |
| S66 | Uniform Combined State Law Examination | 2006-11-02 |
Reach out to this advisor