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10 Station Place, Metuchen, NJ 08840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| MA | RA | APPROVED | 2021-06-03 |
| NY | RA | APPROVED | 2021-05-06 |
| NJ | RA | APPROVED | 2002-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T.R. Winston & Company, Llc | Bedminster | NJ | 03/2004 | 06/2021 |
| Investment Partners Asset Management | Metuchen | NJ | 07/2000 | Present |
1. INVESTMENT PARTNERS GROUP AND SUBSIDIARIES - 10 Station Place, METUCHEN, NJ 08840; HOLDING COMPANY ENGAGED IN INVESTMENT ADVICE AND CONSULTING; DEVOTE 30-35 HOURS/WEEK; SALARIED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-27 |
| S66 | Uniform Combined State Law Examination | 2002-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-26 |
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