Jeremy Revard

Current Employers

Rightoak Asset Management, Llc

Grand Ledge, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-10-21
TX	RA	APPROVED_RES	2025-10-20

MI RA
APPROVED

Since 2025-10-21
TX RA
APPROVED_RES

Since 2025-10-20

Branch Locations

Grand Ledge, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Delta Constructors	Carlsbad	NM	06/2024	07/2025
Saulsbury Industries	Labarge	WY	02/2024	06/2024
Ks Industries	Tioga	ND	06/2017	01/2024
Westcon	Bismarck	ND	06/2011	06/2017
Gradient Securities, Llc	Arden Hills	MN	07/2025	10/2025
Vestas	Minot	ND	08/2025	09/2025
Rightoak Asset Management	Grand Ledge	MI	10/2025	Present

06/2024 → 07/2025

Delta Constructors

Carlsbad, NM
02/2024 → 06/2024

Saulsbury Industries

Labarge, WY
06/2017 → 01/2024

Ks Industries

Tioga, ND
06/2011 → 06/2017

Westcon

Bismarck, ND
07/2025 → 10/2025

Gradient Securities, Llc

Arden Hills, MN
08/2025 → 09/2025

Vestas

Minot, ND
10/2025 → Present

Rightoak Asset Management

Grand Ledge, MI

Previous Registrations

2025-07-08 → 2025-10-24

Gradient Securities, Llc

Minot, ND

Arden Hills, MN

Other Businesses

1. 1000 HILLS FINANCIAL; INVESTMENT RELATED; 1620 18TH ST SE, MINOT, ND 58701; START 12/2024; 80 HOURS PER MONTH; 20 HOURS DURING SECURITIES TRADING HOURS; SELLS FIXED INSURANCE PRODUCTS & INSURANCE DBA. 2. CG1 CONSULTING; NOT INV RELATED; 3038 27th AVE N GRAND FORKS ND, 58203; CONSTRUCTION SERVICES; QA/QC MANAGER; START 9/2025; 160 HOURS PER MONTH; 35 HOURS DURING SECURITIES TRADING HOURS; 5 HOURS OUTSIDE OF TRADING HOURS; OVERSEES SUBCONTRACTORS AND INSPECTION FOR A CONSTRUCTION PROJECT. 3. DOMINION WEALTH STRATEGISTS; 1620 18TH ST SE, MINOT, ND 58701; INDEPENDENT ASSOCIATE; START 12/2024; 30 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; SELLS LIFE INSURANCE. 4. PRARIE ENGINEERING P.C.; NON-INVESTMENT RELATED; 1905 17TH ST. SE MINOT, ND 58701; ENGINEERING; DESIGNER; START DATE: 01/27/2026; 80% OF HIS TIME DURING SECURITIES TRADING HOURS; 20% OF HIS TIME OUTSIDE OF SECURITIES TRADING HOURS; 3D MODELING FOR MEP PROJECTS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-13

S65 Uniform Investment Adviser Law Examination

2025-05-13

View on SEC IAPD