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GT

Gregory B. Treger

RF M&A SERVICES
MCLEAN, VA 22102
Some features on this profile are disabled
CRD#: 4701467
GT

Professional summary

Gregory Bart Treger is a registered financial professional currently at RF M&A SERVICES LLC located in Mclean, Virginia.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 2004. Gregory has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregory Bart Treger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 10, 2026 - Present

RF M&A SERVICES LLC

Office #1: 1650 Tysons Boulevard Suite 710, Mclean, VA 22102
BD
CRD#: 154250
MCLEAN, VA
Past

January 7, 2022 - April 6, 2026

REGIONS SECURITIES LLC

BD
CRD#: 159475
Charlotte, NC
Past

May 24, 2012 - December 31, 2021

CLEARSIGHT CAPITAL ADVISORS, INC

BD
CRD#: 159543
MCLEAN, VA
Past

May 19, 2010 - July 29, 2011

CASCADIA CAPITAL, LLC

BD
CRD#: 101020
SEATTLE, WA
Past

July 11, 2006 - May 17, 2010

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
MCLEAN, VA
Past

February 10, 2004 - June 21, 2006

UPDATA SECURITIES, INC.

BD
CRD#: 128333
EDISON, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Virginia
(4/10/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/9/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/28/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/7/2012
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RM
RF M&A SERVICES LLC
BLACKARCH SECURITIES LLC | RF M&A SERVICES LLC | BLACKARCH SECURITIES, LLC

CRD#: 154250 / SEC#: , 8-68621

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
227 W. Trade Street Suite 2200, Charlotte, NC 28202
Mailing Address
227 W. Trade Street Suite 2200, Charlotte, NC 28202
Phone number
(704) 414-6300
Established
North Carolina since 05/03/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BLACKARCH PARTNERS, LLCSOLE MEMBER
EDWARDS, WILLIAM BRIANCHIEF COMPLIANCE OFFICER4368899
HAMILTON, GRANT THOMASVICE PRESIDENT/ REGISTERED PRINCIPAL4697922
HOLLOWAY, GLENN CHRISTOPHERPRESIDENT/DESIGNATED PRINCIPAL/FINOP/CFO/PFO/POO4566759

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RF M&A SERVICES LLC

CRD#: 154250Mclean, VA 22102

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