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MH

Meredith H. Henderson

INVESTMENT RESEARCH PARTNERS
Midlothian, VA
Some features on this profile are disabled
CRD#: 5797951
MH

Professional summary

Meredith Hove Henderson, who also goes by Meredith Hove Winter, is a registered financial advisor currently at INVESTMENT RESEARCH PARTNERS located in Midlothian, Virginia and AVAIL INVESTMENT PARTNERS, LLC located in Midlothian, Virginia.

Meredith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Meredith has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 57, Series 7 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Meredith Hove Winter

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) - RIA

Click below to view Meredith Hove Henderson's CRS (Customer Relationship Summary).
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

December 8, 2023 - Present

INVESTMENT RESEARCH PARTNERS

RIA
CRD#: 304315
Midlothian, VA
Current

January 6, 2026 - Present

AVAIL INVESTMENT PARTNERS, LLC

RIA
CRD#: 315678
Midlothian, VA
Past

February 1, 2011 - August 18, 2022

DAVENPORT & COMPANY LLC

BD
CRD#: 1588
RICHMOND, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IR
INVESTMENT RESEARCH PARTNERS
INVESTMENT RESEARCH PARTNERS | NEW LANTERN ADVISORS | INVESTMENT RESEARCH PARTNERS LLC

CRD#: 304315 / SEC#: 801-116836

RIA
Registered Investment Advisory firm - (6/24/2019 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(12/8/2023)
IAR
Virginia
(10/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/8/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/30/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 57
Date: 2/23/2018
Securities Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 1/31/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 11/12/2014
Municipal Securities Principal Examination

Current Firm

IR
INVESTMENT RESEARCH PARTNERS
INVESTMENT RESEARCH PARTNERS | NEW LANTERN ADVISORS | INVESTMENT RESEARCH PARTNERS LLC

CRD#: 304315 / SEC#: 801-116836

RIA
Registered Investment Advisory firm - (6/24/2019 Approved)
PREMIUM
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Contact information

Main Address
801-1 Pike Street, Lemont, PA 16851
Mailing Address
P.o. Box 834, Lemont, PA 16851
Phone number
(814) 966-7206
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (5 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IRP ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts626
AUM (Assets Under Management)$ 359,601,103

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

INVESTMENT RESEARCH PARTNERS

CRD#: 304315Midlothian, VA

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