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Connor Antonio Williamson

Rightoak Asset Management, LLC

Mason, MI

Grand Ledge, MI

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Current Employers
Rightoak Asset Management, Llc

Grand Ledge, MI • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-21
MI RA APPROVED 2025-09-30
  • TX RA
    APPROVED
    Since 2026-07-21
  • MI RA
    APPROVED
    Since 2025-09-30

Branch Locations

Mason, MI • United States

Grand Ledge, MI • 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
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
  • 08/2023 → 09/2025
    Ten Point Financial
    Grand Ledge, MI
  • 06/2024 → 08/2024
    Aldi
    Webberville, MI
  • 08/2022 → 05/2025
    Michigan State University
    Lansing, MI
  • 08/2018 → 05/2022
    Mason High School
    Mason, MI
  • 08/2015 → 06/2018
    Mason Middle School
    Mason, MI
  • 09/2025 → Present
    Grand Ledge, MI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-11
  • S65 Uniform Investment Adviser Law Examination
    2025-01-11

View on SEC IAPD

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