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Bailey Murphy

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CRD#: 7141819
BM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bailey Murphy was a registered financial professional .

Bailey is a previously registered financial professional and started their career in finance in 2019. Bailey had worked at 2 firms and has passed the Series 63, Series 79TO and SIE 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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 11, 2024 - February 4, 2026

OM PARTNERS, LLC

BD
CRD#: 323351
BRENTWOOD, TN
Past

August 12, 2019 - November 15, 2023

TRUIST SECURITIES, INC.

BD
CRD#: 6271
NASHVILLE, TN

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 8/16/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/12/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/5/2019
Securities Industry Essentials Examination

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#: 323351

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