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Grand Ledge, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-20 |
| MI | RA | APPROVED | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities Dba Gradient Wealth Management | Arden Hills | MN | 09/2020 | 10/2025 |
| Ten Point Financial, Llc | Grand Ledge | MI | 08/2019 | 10/2025 |
| Farm Bureau Insurance | Lansing | MI | 01/2015 | 08/2019 |
| Rightoak Asset Management Llc | Grand Ledge | MI | 10/2025 | Present |
1. INSURANCE; START DATE: 2019; MICHIGAN; INSURANCE AGENT; LESS THAN 10% OF HIS TIME IS SPENT ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-08 |
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