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Grand Ledge, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
| MI | RA | APPROVED | 2025-09-30 |
Branch Locations
Grand Ledge, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ten Point Financial | Grand Ledge | MI | 08/2023 | 09/2025 |
| Aldi | Webberville | MI | 06/2024 | 08/2024 |
| Michigan State University | Lansing | MI | 08/2022 | 05/2025 |
| Mason High School | Mason | MI | 08/2018 | 05/2022 |
| Mason Middle School | Mason | MI | 08/2015 | 06/2018 |
| Rightoak Asset Management, Llc | Grand Ledge | MI | 09/2025 | Present |
LIFE INSURANCE AGENT. INVESTMENT RELATED. MICHIGAN. INSURANCE. AGENT. NOVEMBER 2025. LESS THAN 10 HOURS PER MONTH DURING SECURITY TRADING HOURS. LESS THAN 10 HOURS PER MONTH OUTSIDE OF SECURITY TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-11 |
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