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4293 Five Oaks Drive, Lansing, MI 48911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Lansing | MI | 11/2012 | 06/2024 |
| Managed Money Concepts | Lansing | MI | 02/2013 | Present |
| Ataraxis Advisors Llc | Lansing | MI | 12/2023 | Present |
| Osaic Wealth, Inc. | Lansing | MI | 06/2024 | Present |
1. ASHLEY LOVEALL POSITION: Owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/04/2014 ADDRESS: 29060 Oak Point Dr, Farmington Hills MI 48331, United States DESCRIPTION: Insurance sales. 2. POWER OF ATTORNEY POSITION: Power of attorney NATURE: Power of Attorney INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 11/11/2022 ADDRESS: 29060 Oak Point Drive, Farmington Hills MI 48331, United States DESCRIPTION: Pay bills, medical decisions, financial decisions. Financial and Medical POA for father, Steven Loveall 3. ASHLEY A. LOVEALL POSITION: Registered Investment Advisor Representative, Compliance Officer NATURE: Ataraxis Wealth Management LLC - INVESTMENT ADVISER REPRESENTATIVE INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/06/2023 ADDRESS: 4293 Five Oaks Drive, Lansing MI 48911, United States DESCRIPTION: Registered Investment Advisor Representative, Compliance Officer, member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-22 |
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