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RG

Rebecca Blades Gregg

OM PARTNERS
Brentwood, TN
·CRD# 5689958·17 years experience

Professional Summary

Rebecca Blades Gregg, who also goes by Rebecca M Blades, Rebecca Mills Blades, Rebecca B Gregg, is a registered financial advisor currently at OM PARTNERS, LLC located in Brentwood, Tennessee. Rebecca is registered as a RR (Registered Representative) and started their career in finance in 2009. Rebecca has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Rebecca M Blades, Rebecca Mills Blades, Rebecca B Gregg

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

17 years in the financial services industry

Current & Past Employments

OM PARTNERS, LLC·CRD# 323351
BD
Brentwood, TN
September 7, 2023 - Present
BRENTWOOD CAPITAL ADVISORS LLC·CRD# 118712
BD
Nashville, TN
July 26, 2011 - February 2, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Charlotte, NC
November 1, 2010 - July 5, 2011
BANC OF AMERICA SECURITIES LLC·CRD# 26091
BD
Charlotte, NC
August 21, 2009 - November 1, 2010

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Current Firm

OP
OM PARTNERS, LLC

OM PARTNERS, LLC | OPEN MINDED PARTNERS, LLC

CRD#: 323351 / SEC#: 8-70992
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Contact Information

Main Address

8 Crooked Stick Lane, Brentwood, TN 37027

Mailing Address

8 Crooked Stick Lane, Brentwood, TN 37027

Phone Number

(615) 414-4282

Established

Tennessee since 04/04/2022

Firm Type

Limited Liability Company

Fiscal Year End

June

Firm Size

Small

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
OM PARTNERS HOLDCO, LLCMEMBER—
CARTEAUX, NICHOLAS PAULCO-CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER2648301
GREGG, REBECCA BLADESCO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER5689958
JEONG, JACK SANG HOONCO-CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER5580812
NAVEED, HASNAIN NMNFINOP7004810

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Tennessee
(9/18/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2009About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2009About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2023About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Rebecca Blades Gregg's CRS (Customer Relationship Summary).

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