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Grand Ledge, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
Grand Ledge, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-18 |
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