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Grand Ledge, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-05 |
| TX | RA | APPROVED | 2026-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rightoak Asset Management | Grand Ledge | MI | 05/2026 | Present |
| World Financial Group | Louisville | KY | 09/2022 | 01/2024 |
| Employment Gap | Louisville | KY | 06/2021 | 09/2022 |
| The Southern Baptist Theological Seminary | Louisville | KY | 10/2020 | 06/2021 |
| Us Army | Fort Campbell | KY | 08/2015 | 10/2020 |
| Dominion Wealth Strategists | Louisville | KY | 01/2024 | 05/2026 |
1.) 1689 VENTURES. NOT INVESTMENT RELATED. 105 FAIRVIEW LN, CLARKSVILLE, TN. CMO. START DATE 09.2024. LESS THAN 10% OF TIME. MARKETING & OCCASIONAL SHIPPING DUTIES. 2.) LOUISVILLE MARRIOTT DOWNTOWN. NOT-INVESTMENT RELATED. 280 W JEFFERSON ST, LOUISVILLE, KY. NIGHT SECURITY GUARD. START DATE 01.2026. 160 HOURS A MONTH OUTSIDE OF SECURITIES TRADING HOURS. HOTEL SECURITY & LOSS PREVENTION. 3.) 4.) 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 | 2026-05-28 |
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