Announced
Completed
Synopsis
Prime Capital Financial, an independent financial services firm, completed the acquisition of Bradshaw Rogers Financial Partners, a planning-led wealth management firm. Financial terms were not disclosed. "Trent and Brandon have built an exemplary team with a strong tax-focused approach that complements our recent expansion into tax services. This partnership also meaningfully expands our presence in the Carolinas, which has been a key growth region for us, and supports a more coordinated, long-term approach to financial planning for clients nationwide," Glenn Spencer, Prime Capital Financial CEO.
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