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4293 Five Oaks Drive, Lansing, MI 48911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Lansing | MI | 04/1991 | 06/2024 |
| Managed Money Concepts, Ria | Lansing | MI | 04/1995 | Present |
| Scott Dorer Insurance Agent | East Lansing | MI | 01/1986 | Present |
| Ataraxis Advisors Llc | Lansing | MI | 12/2023 | Present |
| Osaic Wealth, Inc. | Lansing | MI | 06/2024 | Present |
1. SCOTT DORER POSITION: owner NATURE: INSURANCE SALES AND FIXED ANNUITIES -AGENT-INVESTMENT RELATED- START DATE-10/1986-LOCATED AT :4293 FIVE OAKS DR LANSING, MI 48911-4284 10% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/1986 ADDRESS: 4293 five oaks Dr., Lansing MI 48911, United States DESCRIPTION: Sell insurance general agent 2. NOTARY POSITION: Notary NATURE: NOTARY PUBLIC, NOTARY FOR SIGNATURES, NOTARY FOR INGHAM COUNTY, MI, TIME SPENT 1% INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2003 ADDRESS: 4293 five oaks Dr., Lansing MI 48911, United States DESCRIPTION: Notary 3. ATARAXIS WEALTH MANAGEMENT, LLC POSITION: Investment Advisor Representative NATURE: Ataraxis Wealth Management, LLC- INVESTMENT ADVISOR-IRA-INVESTMENT RELATED-START DATE 12/2023-LOCATED AT: 4293 FIVE OAKS DR LANSING, MI 48911-4284 - TIME SPENT 40% INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/06/2023 ADDRESS: 4293 five oaks Dr., Lansing MI 48911, United States DESCRIPTION: RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-02 |
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