Andrew Peters

Current Employers

Oakbourne Advisors

200 Connell Drive Suite 1000, Berkeley Heights, NJ 07922 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-01-06

NJ RA
APPROVED

Since 2026-01-06

Branch Locations

200 Connell Drive Suite 1000, Berkeley Heights, NJ 07922 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Purshe Kaplan Sterling Investments	Albany	NY	10/2013	06/2018
Northstar Asset Management Dba Oakbourne Advisors	Andover	NJ	08/2013	Present
Invyzia Solutions, Llc	Westfield	NJ	01/2022	Present

10/2013 → 06/2018

Purshe Kaplan Sterling Investments

Albany, NY
08/2013 → Present

Northstar Asset Management Dba Oakbourne Advisors

Andover, NJ
01/2022 → Present

Invyzia Solutions, Llc

Westfield, NJ

Other Businesses

Invyzia Solutions, LLC; Non-Investment Related; Westfield, New Jersey; Invyzia Solutions, LLC operates a website invyzia.com. The purpose of invyzia.com is to help financial advisors produce simple investment proposal reports; Owner; 01/2022; 4 hours; I am responsible for maintaining the website, and ensuring the features are working properly

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-07-22

S66 Uniform Combined State Law Examination

2009-07-22

Other Names

Andrew Jameson Peters

View on SEC IAPD