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Current Employers
Rightoak Asset Management, Llc

Grand Ledge, MI • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-06-18
TX RA APPROVED 2025-10-17
  • ID RA
    APPROVED
    Since 2026-06-18
  • TX RA
    APPROVED
    Since 2025-10-17

Branch Locations

Grand Ledge, MI • United States

Careywood, ID • 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
State Of Michigan Lansing MI 05/2014 01/2025
Dominion Protection Llc Sumas WA 01/2024 Present
Gradient Securities, Llc Arden Hills MN 07/2024 10/2025
Rightoak Asset Management Grand Ledge MI 10/2025 Present
  • 05/2014 → 01/2025
    State Of Michigan
    Lansing, MI
  • 01/2024 → Present
    Dominion Protection Llc
    Sumas, WA
  • 07/2024 → 10/2025
    Arden Hills, MN
  • 10/2025 → Present
    Rightoak Asset Management
    Grand Ledge, MI
Previous Registrations
Other Businesses

1. INSURANCE; NOT INV RELATED; MICHIGAN; INSURANCE AGENT; START 01/24; 40 HOURS PER MONTH; 40 HOURS DURING SECURITIES TRADING HOURS; INSURANCE SALES. 2. HIGH CALLING FITNESS LLC; NOT INV RELATED; 9088 KENDALL RD, SUMAS WA, 98295; OWNER/COACH; START 09/21; 30 HOURS PER MONTH; 30 HOURS DURING SECURITIES TRADING HOURS; FITNESS PERSONAL TRAINER. 3. 1689 HOLDINGS: CLARKSVILLE, TN; NOT INVESTMENT RELATED; CEO; CIGAR COMPANY; START DATE: 01/2025; LESS THAN 10% OF TIME IS SPENT ON THIS ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-27
  • S65 Uniform Investment Adviser Law Examination
    2024-06-27
Other Names
  • Justin Johnson

View on SEC IAPD

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