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Current Employers
Rightoak Asset Management, Llc

Grand Ledge, MI • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-06-29
TX RA APPROVED 2026-06-29
  • ID RA
    APPROVED
    Since 2026-06-29
  • TX RA
    APPROVED
    Since 2026-06-29

Branch Locations

Burley, ID • United States

Grand Ledge, MI • 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
OrganizationCityStateFromTo
U.S. Army Fort Campbell KY 06/2016 08/2023
Maddox Industrial Transformer Battle Ground WA 08/2023 04/2024
Independent Contractor Burley ID 04/2024 06/2026
Rightoak Asset Management, Llc Grand Ledge MI 06/2026 Present
  • 06/2016 → 08/2023
    U.S. Army
    Fort Campbell, KY
  • 08/2023 → 04/2024
    Maddox Industrial Transformer
    Battle Ground, WA
  • 04/2024 → 06/2026
    Independent Contractor
    Burley, ID
  • 06/2026 → Present
    Grand Ledge, MI
Other Businesses

1.) RESIDENTIAL RENTAL PROPERTY MANAGEMENT; NOT INVESTMENT RELATED; CLARKSVILLE, TN; RESIDENTIAL RENTAL PROPERTY OWNERSHIP AND MANAGEMENT; PROPERTY OWNER / LANDLORD; APPROXIMATELY 1 HOUR PER MONTH TOTAL; 0 HOURS DURING SECURITIES TRADING HOURS; OWNS AND OVERSEES TWO RESIDENTIAL RENTAL PROPERTIES. A THIRD-PARTY PROPERTY MANAGEMENT COMPANY HANDLES APPROXIMATELY 95% OF DAY-TO-DAY OPERATIONS. RESPONSIBILITIES INCLUDE REVIEWING EXPENSES, APPROVING MAINTENANCE AND REPAIR COSTS ABOVE ESTABLISHED THRESHOLDS, MONITORING PROPERTY PERFORMANCE, AND ENSURING TENANT MAINTENANCE ISSUES ARE ADDRESSED IN A TIMELY MANNER. BOTH PROPERTIES ARE OPERATED UNDER ONE-YEAR LEASE AGREEMENTS. 2.) DOMINION FINANCIAL PLANNING; INVESTMENT RELATED; WASHINGTON; D/B/A UNDER RIGHTOAK ASSET MANAGEMENT, LLC; INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 06/2026; 40 HOURS PER MONTH DURING SECURITIES TRADING HOURS; 0 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS. 3.) DOMINION WEALTH STRATEGIES; NOT INVESTMENT RELATED; WASHINGTON; INSURANCE AGENT; START DATE: 06/2026; LESS THAN 10% OF TIME; INSURANCE SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-18
  • S65 Uniform Investment Adviser Law Examination
    2026-06-18

View on SEC IAPD

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