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Current Employers
Rightoak Asset Management, Llc

Grand Ledge, MI • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-06-05
TX RA APPROVED 2026-06-05
  • KY RA
    APPROVED
    Since 2026-06-05
  • TX RA
    APPROVED
    Since 2026-06-05

Branch Locations

Grand Ledge, MI • United States

Louisville, KY • 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
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
  • 05/2026 → Present
    Rightoak Asset Management
    Grand Ledge, MI
  • 09/2022 → 01/2024
    World Financial Group
    Louisville, KY
  • 06/2021 → 09/2022
    Employment Gap
    Louisville , KY
  • 10/2020 → 06/2021
    The Southern Baptist Theological Seminary
    Louisville, KY
  • 08/2015 → 10/2020
    Us Army
    Fort Campbell, KY
  • 01/2024 → 05/2026
    Dominion Wealth Strategists
    Louisville, KY
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-28
  • S65 Uniform Investment Adviser Law Examination
    2026-05-28

View on SEC IAPD

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