John Keith Paoloni

Current Employers

Oakbourne Advisors

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2022-01-31

SC RA
APPROVED

Since 2022-01-31

Branch Locations

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

Bluffton, SC • 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
Northstar Asset Management Llc Dba Oakbourne Advisors	Hackettstown	NJ	01/2004	Present
Purshe Kaplan Sterling Investments	Albany	NY	04/2003	Present

01/2004 → Present

Northstar Asset Management Llc Dba Oakbourne Advisors

Hackettstown, NJ
04/2003 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2004-03-24 → 2004-12-31

Oakbourne Advisors

Andover, NJ

Other Businesses

Investment advisor representative for NORTHSTAR ASSET MGMT DBA Oakbourne Advisors., A RIA LOCATED AT 11605 Route 517, Hackettstown, NJ 07840. ACTING PRES. SINCE 2004, DURING TRADING HRS. ASSET MANAGEMENT 2. INDEPENDENT INSURANCE AGENT, 1605 Route 517, Hackettstown, NJ 07840, SELLING FIXED AND VARIABLE ANNUITIES, LIFE AND TERM INSURANCE. 04/2003, 1HRPM.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1983-08-15

S63 Uniform Securities Agent State Law Examination

1983-08-15

View on SEC IAPD