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RG

Rebecca B. Gregg

OM PARTNERS
Brentwood, TN 37027
Some features on this profile are disabled
CRD#: 5689958
RG

Professional summary

Rebecca Blades Gregg, who also goes by Rebecca M Blades, Rebecca Mills Blades, Rebecca B Gregg, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rebecca M Blades | Rebecca Mills Blades | Rebecca B Gregg

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 Rebecca Blades Gregg'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

September 7, 2023 - Present

OM PARTNERS, LLC

Office #1: 8 Crooked Stick Lane, Brentwood, TN 37027
BD
CRD#: 323351
Brentwood, TN
Past

July 26, 2011 - February 2, 2023

BRENTWOOD CAPITAL ADVISORS LLC

BD
CRD#: 118712
NASHVILLE, TN
Past

November 1, 2010 - July 5, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHARLOTTE, NC
Past

August 21, 2009 - November 1, 2010

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
CHARLOTTE, NC

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
Tennessee
(9/18/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 9/8/2009
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: 8/20/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/6/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (1 States and Territories)

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

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

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

OM PARTNERS, LLC

CRD#: 323351Brentwood, TN 37027

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