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10 Station Place, Metuchen, NJ 08840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2003-04-29 |
| NJ | RA | APPROVED | 2002-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investments Partners Capital & Mgmt | Metuchen | NJ | 08/1998 | Present |
| T.R. Winston & Company, Llc | Bedminster | NJ | 03/2004 | 06/2021 |
| Investment Partners Asset Management | Metuchen | NJ | 07/1999 | Present |
1.) Investment Partners Group and subsidiaries; 10 Station Place Metuchen NJ 08840 - engaged in investment advice and consulting; devotes 35 hours / week to advisory business through Investment Partners Asset Management; salaried (investment related). 2.) IPCM FA3 LLC; established April 2024 - Shareholder / Member - Insurance Agency 10 Station Place Metuchen NJ 08840 - Devotes 2 hours per week for IPCM FA3 LLC and / or as independent agent. (Not investment related). 3.) Puppy Drum, LLC (wisdompreserve.com), 19568-Quinby-Bridge Rd Box 26, Quinby, VA 23423; General Partner; devotes 0-1 hours per week (not investment related), currently inactive. 4.) Cape Charles Main Street - VP - community charity effort in support of commerce and development in Cape Charles, Virginia. 718 Randolph Ave. Cape Charles, VA. Devotes 2 hours per week. (not investment related). 5.) Eastern Shore of Virginia Chamber of Commerce - Board Member - community charity organization in support of commerce and development on Eastern Shore of VA - 19056 Parkway, Melfa VA 23410 Devotes 2 hours per week. (Not investment related.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-28 |
| S66 | Uniform Combined State Law Examination | 2002-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-27 |
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